Ken Fisher’s Crescent Energy CRGY Stock Holding History

Ken Fisher’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	$8.75M	Sell	648,068 -19,005	-3%	-$199K	﹤0.01%	406
2025 Q4	$5.6M	Buy	667,073 +153,073	+30%	+$1.34M	﹤0.01%	457
2025 Q3	$4.58M	Sell	514,000 -1	-0%	-$9	﹤0.01%	485
2025 Q2	$4.42M	Sell	514,001 -4,292	-0.8%	-$37.6K	﹤0.01%	495
2025 Q1	$5.83M	Buy	+518,293	New	+$7.14M	﹤0.01%	473

Other funds holding CRGY

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ken Fisher's CRGY Position: Q1 2026 in Review

Ken Fisher reduced its Crescent Energy (CRGY) stake by 2.8% in Q1 2026, selling an estimated $199K and leaving 648,068 shares worth $8.75M. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Ken Fisher first reported a position in CRGY in Q1 2025 and has held it in 5 quarters since. 359 funds tracked by Wall St. Rank hold CRGY as of Q1 2026.

Ken Fisher held 648,068 shares of Crescent Energy worth $8.75M as of Q1 2026.
Ken Fisher sold 19,005 Crescent Energy shares in Q1 2026, an estimated $199K.
Crescent Energy made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #406 holding.
Ken Fisher first reported a position in Crescent Energy in Q1 2025 and has held it in 5 quarters since.
359 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.