Janney Montgomery Scott
CRGY icon

Janney Montgomery Scott’s Crescent Energy CRGY Stock Holding History

Janney Montgomery Scott’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 		$2.93M Sell
216,875
-99,679
-31% -$1.04M 0.01% 1096
2025
Q4 		$2.66M Buy
+316,554
New +$2.78M 0.01% 1212
2025
Q3 		– Sell
-13,996
Closed -$120K – 2881
2025
Q2 		$120K Sell
13,996
-100
-0.7% -$875 ﹤0.01% 2628
2025
Q1 		$158K Sell
14,096
-8,924
-39% -$123K ﹤0.01% 2566
2024
Q4 		$336K Sell
23,020
-12,939
-36% -$176K ﹤0.01% 2240
2024
Q3 		$394K Sell
35,959
-13,844
-28% -$158K ﹤0.01% 2123
2024
Q2 		$590K Sell
49,803
-12,633
-20% -$149K ﹤0.01% 1757
2024
Q1 		$743K Sell
62,436
-42,990
-41% -$484K ﹤0.01% 1698
2023
Q4 		$1.39M Buy
+105,426
New +$1.24M ﹤0.01% 1272
2023
Q3 		– Sell
-65,600
Closed -$684K – 2602
2023
Q2 		$684K Hold
65,600
– – ﹤0.01% 1645
2023
Q1 		$742K Hold
65,600
– – ﹤0.01% 1499
2022
Q4 		$787K Hold
65,600
– – ﹤0.01% 1495
2022
Q3 		$884K Hold
65,600
– – ﹤0.01% 1371
2022
Q2 		$884K Buy
+65,600
New +$1.09M ﹤0.01% 1313

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

Janney Montgomery Scott's CRGY Position: Q1 2026 in Review

Janney Montgomery Scott reduced its Crescent Energy (CRGY) stake by 31% in Q1 2026, selling an estimated $1.04M and leaving 216,875 shares worth $2.93M. The position accounts for 0.01% of the portfolio, ranked #1096.

Janney Montgomery Scott first reported a position in CRGY in Q2 2022 and has held it in 14 quarters since. 358 funds tracked by Wall St. Rank hold CRGY as of Q1 2026.

  • Janney Montgomery Scott held 216,875 shares of Crescent Energy worth $2.93M as of Q1 2026.
  • Janney Montgomery Scott sold 99,679 Crescent Energy shares in Q1 2026, an estimated $1.04M.
  • Crescent Energy made up 0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1096 holding.
  • Janney Montgomery Scott first reported a position in Crescent Energy in Q2 2022 and has held it in 14 quarters since.
  • 358 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.