Heritage Wealth Management (Ohio)’s Crescent Energy CRGY Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio CRGY Stock Details CRGY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-11,600	Closed	-$97.3K	–	169
2025 Q4	$97.3K	Buy	+11,600	New	+$102K	0.03%	258
2025 Q3	–	Sell	-10,600	Closed	-$91.2K	–	250
2025 Q2	$91.2K	Sell	10,600 -95,825	-90%	-$839K	0.03%	238
2025 Q1	$1.2M	Sell	106,425 -5,050	-5%	-$69.6K	0.41%	63
2024 Q4	$1.63M	Buy	111,475 +2,775	+3%	+$37.6K	0.54%	41
2024 Q3	$1.19M	Sell	108,700 -15,150	-12%	-$173K	0.39%	68
2024 Q2	$1.51M	Buy	+123,850	New	+$1.46M	0.51%	49

Other funds holding CRGY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s CRGY Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of Crescent Energy (CRGY) in Q1 2026, closing a stake of 11,600 shares — an estimated $97.3K sold.

Heritage Wealth Management (Ohio) first reported a position in CRGY in Q2 2024 and held it in 6 quarters. The position peaked at $1.63M in Q4 2024. 361 funds tracked by Wall St. Rank hold CRGY as of Q1 2026.

Heritage Wealth Management (Ohio) reported no remaining Crescent Energy position as of Q1 2026 after selling out during the quarter.
Heritage Wealth Management (Ohio) sold 11,600 Crescent Energy shares in Q1 2026, an estimated $97.3K.
Heritage Wealth Management (Ohio) first reported a position in Crescent Energy in Q2 2024 and held it in 6 quarters.
Heritage Wealth Management (Ohio)'s Crescent Energy position peaked at $1.63M in Q4 2024.
361 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.