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Kore Advisors’s Crescent Energy CRGY Stock Holding History

Kore Advisors’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 		$21.4M Buy
1,586,456
+33,600
+2% +$352K 23.07% 1
2025
Q4 		$13M Buy
1,552,856
+73,600
+5% +$646K 9.52% 4
2025
Q3 		$13.2M Hold
1,479,256
– – 6.96% 5
2025
Q2 		$12.7M Buy
1,479,256
+214,939
+17% +$1.88M 14.03% 3
2025
Q1 		$14.2M Buy
1,264,317
+12,264
+1% +$169K 12.29% 4
2024
Q4 		$18.3M Sell
1,252,053
-86,000
-6% -$1.17M 4.3% 5
2024
Q3 		$14.7M Buy
+1,338,053
New +$15.3M 4.21% 4

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

Kore Advisors's CRGY Position: Q1 2026 in Review

Kore Advisors increased its Crescent Energy (CRGY) stake by 2.2% in Q1 2026, buying an estimated $352K and bringing the position to 1,586,456 shares worth $21.4M. The position accounts for 23.07% of the portfolio, ranked #1.

Kore Advisors first reported a position in CRGY in Q3 2024 and has held it in 7 quarters since. 359 funds tracked by Wall St. Rank hold CRGY as of Q1 2026.

  • Kore Advisors held 1,586,456 shares of Crescent Energy worth $21.4M as of Q1 2026.
  • Kore Advisors bought 33,600 Crescent Energy shares in Q1 2026, an estimated $352K.
  • Crescent Energy made up 23.07% of Kore Advisors's portfolio in Q1 2026, its #1 holding.
  • Kore Advisors first reported a position in Crescent Energy in Q3 2024 and has held it in 7 quarters since.
  • 359 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2026.

Based on Kore Advisors's 13F filing for Q1 2026, filed 13 May 2026.