Mackenzie Financial
CRGY icon

Mackenzie Financial’s Crescent Energy CRGY Stock Holding History

Mackenzie 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
Q3 		$9.6M Buy
742,675
+86,873
+13% +$1.06M 0.01% 656
2026
Q2 		$6.44M Buy
+655,802
New +$8.02M 0.01% 769
2026
Q1 		– Sell
-14,829
Closed -$125K – 1494
2025
Q4 		$125K Buy
14,829
+3,494
+31% +$30.7K ﹤0.01% 1583
2025
Q3 		$101K Buy
11,335
+963
+9% +$8.75K ﹤0.01% 1631
2025
Q2 		$89.2K Sell
10,372
-15,696
-60% -$137K ﹤0.01% 1625
2025
Q1 		$293K Buy
26,068
+15,696
+151% +$216K ﹤0.01% 1386
2024
Q4 		$152K Hold
10,372
– – ﹤0.01% 1599
2024
Q3 		$114K Sell
10,372
-4,297
-29% -$49.1K ﹤0.01% 1466
2024
Q2 		$174K Buy
14,669
+2,796
+24% +$32.9K ﹤0.01% 1364
2024
Q1 		$141K Buy
+11,873
New +$134K ﹤0.01% 1395

Other funds holding CRGY

American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Mackenzie Financial's CRGY Position: Q3 2026 in Review

Mackenzie Financial increased its Crescent Energy (CRGY) stake by 13% in Q3 2026, buying an estimated $1.06M and bringing the position to 742,675 shares worth $9.6M. The position accounts for 0.01% of the portfolio, ranked #656.

Mackenzie Financial first reported a position in CRGY in Q1 2024 and has held it in 10 quarters since. 235 funds tracked by Wall St. Rank hold CRGY as of Q3 2026.

  • Mackenzie Financial held 742,675 shares of Crescent Energy worth $9.6M as of Q3 2026.
  • Mackenzie Financial bought 86,873 Crescent Energy shares in Q3 2026, an estimated $1.06M.
  • Crescent Energy made up 0.01% of Mackenzie Financial's portfolio in Q3 2026, its #656 holding.
  • Mackenzie Financial first reported a position in Crescent Energy in Q1 2024 and has held it in 10 quarters since.
  • 235 funds tracked by Wall St. Rank held Crescent Energy as of Q3 2026.

Based on Mackenzie Financial's 13F filing for Q3 2026, filed 2 Nov 2026.