KAS
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Kestra Advisory Services’s Crescent Energy CRGY Stock Holding History

Kestra Advisory Services’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 		$310K Buy
31,561
+99
+0.3% +$1.21K ﹤0.01% 2737
2026
Q1 		$425K Buy
31,462
+88
+0.3% +$922 ﹤0.01% 2350
2025
Q4 		$263K Buy
+31,374
New +$275K ﹤0.01% 2648

Other funds holding CRGY

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
MWM
McAlvany Wealth Management Durango, Colorado $134M AUM
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Kestra Advisory Services's CRGY Position: Q2 2026 in Review

Kestra Advisory Services increased its Crescent Energy (CRGY) stake by 0.31% in Q2 2026, buying an estimated $1.21K and bringing the position to 31,561 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #2737.

Kestra Advisory Services first reported a position in CRGY in Q4 2025 and has held it in 3 quarters since. The position peaked at $425K in Q1 2026. 72 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Kestra Advisory Services held 31,561 shares of Crescent Energy worth $310K as of Q2 2026.
  • Kestra Advisory Services bought 99 Crescent Energy shares in Q2 2026, an estimated $1.21K.
  • Crescent Energy made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2737 holding.
  • Kestra Advisory Services first reported a position in Crescent Energy in Q4 2025 and has held it in 3 quarters since.
  • Kestra Advisory Services's Crescent Energy position peaked at $425K in Q1 2026.
  • 72 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.