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HighPoint Advisor Group’s Crescent Energy CRGY Stock Holding History

HighPoint Advisor Group’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
-50,531
Closed -$424K – 740
2025
Q4 		$424K Buy
+50,531
New +$444K 0.01% 718

Other funds holding CRGY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HighPoint Advisor Group's CRGY Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Crescent Energy (CRGY) in Q1 2026, closing a stake of 50,531 shares — an estimated $424K sold.

HighPoint Advisor Group first reported a position in CRGY in Q4 2025 and held it in 1 quarter. The position peaked at $424K in Q4 2025. 358 funds tracked by Wall St. Rank hold CRGY as of Q1 2026.

  • HighPoint Advisor Group reported no remaining Crescent Energy position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 50,531 Crescent Energy shares in Q1 2026, an estimated $424K.
  • HighPoint Advisor Group first reported a position in Crescent Energy in Q4 2025 and held it in 1 quarter.
  • HighPoint Advisor Group's Crescent Energy position peaked at $424K in Q4 2025.
  • 358 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.