LPL Financial
CRGY icon

LPL Financial’s Crescent Energy CRGY Stock Holding History

LPL Financial’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 		$848K Buy
86,346
+15,137
+21% +$185K ﹤0.01% 4551
2026
Q1 		$961K Sell
71,209
-3,195
-4% -$33.5K ﹤0.01% 4219
2025
Q4 		$624K Buy
74,404
+38,631
+108% +$339K ﹤0.01% 4515
2025
Q3 		$319K Buy
35,773
+6,058
+20% +$55K ﹤0.01% 5004
2025
Q2 		$256K Sell
29,715
-13,225
-31% -$116K ﹤0.01% 4897
2025
Q1 		$483K Sell
42,940
-47,278
-52% -$651K ﹤0.01% 4208
2024
Q4 		$1.32M Buy
90,218
+70,568
+359% +$957K ﹤0.01% 3251
2024
Q3 		$215K Buy
+19,650
New +$224K ﹤0.01% 4678
2024
Q2 		– Sell
-11,387
Closed -$136K – 5042
2024
Q1 		$136K Sell
11,387
-10,595
-48% -$119K ﹤0.01% 4611
2023
Q4 		$290K Buy
21,982
+3,709
+20% +$43.7K ﹤0.01% 4114
2023
Q3 		$231K Buy
18,273
+2,670
+17% +$32.7K ﹤0.01% 4126
2023
Q2 		$163K Sell
15,603
-1,152
-7% -$12.3K ﹤0.01% 4214
2023
Q1 		$189K Sell
16,755
-487
-3% -$5.64K ﹤0.01% 4063
2022
Q4 		$207K Buy
17,242
+628
+4% +$8.64K ﹤0.01% 3955
2022
Q3 		$224K Buy
16,614
+846
+5% +$12.4K ﹤0.01% 3836
2022
Q2 		$197K Buy
+15,768
New +$263K ﹤0.01% 3956

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

LPL Financial's CRGY Position: Q2 2026 in Review

LPL Financial increased its Crescent Energy (CRGY) stake by 21% in Q2 2026, buying an estimated $185K and bringing the position to 86,346 shares worth $848K. The position accounts for ﹤0.01% of the portfolio, ranked #4551.

LPL Financial first reported a position in CRGY in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.32M in Q4 2024. 363 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • LPL Financial held 86,346 shares of Crescent Energy worth $848K as of Q2 2026.
  • LPL Financial bought 15,137 Crescent Energy shares in Q2 2026, an estimated $185K.
  • Crescent Energy made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4551 holding.
  • LPL Financial first reported a position in Crescent Energy in Q2 2022 and has held it in 16 quarters since.
  • LPL Financial's Crescent Energy position peaked at $1.32M in Q4 2024.
  • 363 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.