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
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

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

Mackenzie Financial's CRGY Position: Q1 2026 in Review

Mackenzie Financial sold out of Crescent Energy (CRGY) in Q1 2026, closing a stake of 14,829 shares — an estimated $125K sold.

Mackenzie Financial first reported a position in CRGY in Q1 2024 and held it in 8 quarters. The position peaked at $293K in Q1 2025. 358 funds tracked by Wall St. Rank hold CRGY as of Q1 2026.

  • Mackenzie Financial reported no remaining Crescent Energy position as of Q1 2026 after selling out during the quarter.
  • Mackenzie Financial sold 14,829 Crescent Energy shares in Q1 2026, an estimated $125K.
  • Mackenzie Financial first reported a position in Crescent Energy in Q1 2024 and held it in 8 quarters.
  • Mackenzie Financial's Crescent Energy position peaked at $293K in Q1 2025.
  • 358 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.