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IEQ Capital’s Crescent Energy CRGY Stock Holding History

IEQ Capital’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
Q2 		– Sell
-53,513
Closed -$722K – 2048
2026
Q1 		$722K Buy
53,513
+7,129
+15% +$74.7K ﹤0.01% 1147
2025
Q4 		$389K Sell
46,384
-57,950
-56% -$509K ﹤0.01% 1436
2025
Q3 		$931K Sell
104,334
-9,729
-9% -$88.4K ﹤0.01% 1029
2025
Q2 		$981K Buy
+114,063
New +$998K 0.01% 867

Other funds holding CRGY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

IEQ Capital's CRGY Position: Q2 2026 in Review

IEQ Capital sold out of Crescent Energy (CRGY) in Q2 2026, closing a stake of 53,513 shares — an estimated $722K sold.

IEQ Capital first reported a position in CRGY in Q2 2025 and held it in 4 quarters. The position peaked at $981K in Q2 2025. 363 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • IEQ Capital reported no remaining Crescent Energy position as of Q2 2026 after selling out during the quarter.
  • IEQ Capital sold 53,513 Crescent Energy shares in Q2 2026, an estimated $722K.
  • IEQ Capital first reported a position in Crescent Energy in Q2 2025 and held it in 4 quarters.
  • IEQ Capital's Crescent Energy position peaked at $981K in Q2 2025.
  • 363 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.