LWMI
CRGY icon

Legacy Wealth Management (Idaho)’s Crescent Energy CRGY Stock Holding History

Legacy Wealth Management (Idaho)’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 		$260K Buy
26,453
+17,009
+180% +$208K 0.11% 160
2026
Q1 		$127K Sell
9,444
-5,655
-37% -$59.2K 0.06% 152
2025
Q4 		$127K Sell
15,099
-1,912
-11% -$16.8K 0.06% 131
2025
Q3 		$152K Buy
17,011
+998
+6% +$9.07K 0.07% 103
2025
Q2 		$138K Buy
16,013
+2,431
+18% +$21.3K 0.07% 94
2025
Q1 		$153K Sell
13,582
-1,913
-12% -$26.4K 0.11% 80
2024
Q4 		$227K Sell
15,495
-1,220
-7% -$16.6K 0.15% 69
2024
Q3 		$231K Buy
+16,715
New +$191K 0.13% 60

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

Legacy Wealth Management (Idaho)'s CRGY Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its Crescent Energy (CRGY) stake by 180% in Q2 2026, buying an estimated $208K and bringing the position to 26,453 shares worth $260K. The position accounts for 0.11% of the portfolio, ranked #160.

Legacy Wealth Management (Idaho) first reported a position in CRGY in Q3 2024 and has held it in 8 quarters since. 361 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Legacy Wealth Management (Idaho) held 26,453 shares of Crescent Energy worth $260K as of Q2 2026.
  • Legacy Wealth Management (Idaho) bought 17,009 Crescent Energy shares in Q2 2026, an estimated $208K.
  • Crescent Energy made up 0.11% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #160 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Crescent Energy in Q3 2024 and has held it in 8 quarters since.
  • 361 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.