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LRI Investments’s Crescent Energy CRGY Stock Holding History

LRI Investments’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 		$98 Sell
10
-371
-97% -$4.53K ﹤0.01% 1848
2026
Q1 		$5.14K Buy
381
+63
+20% +$660 ﹤0.01% 1087
2025
Q4 		$2.67K Buy
+318
New +$2.79K ﹤0.01% 1160

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
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 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

LRI Investments's CRGY Position: Q2 2026 in Review

LRI Investments reduced its Crescent Energy (CRGY) stake by 97% in Q2 2026, selling an estimated $4.53K and leaving 10 shares worth $98. The position accounts for ﹤0.01% of the portfolio, ranked #1848.

LRI Investments first reported a position in CRGY in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.14K in Q1 2026. 87 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • LRI Investments held 10 shares of Crescent Energy worth $98 as of Q2 2026.
  • LRI Investments sold 371 Crescent Energy shares in Q2 2026, an estimated $4.53K.
  • Crescent Energy made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1848 holding.
  • LRI Investments first reported a position in Crescent Energy in Q4 2025 and has held it in 3 quarters since.
  • LRI Investments's Crescent Energy position peaked at $5.14K in Q1 2026.
  • 87 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.