MAI Capital Management’s Crescent Energy CRGY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-1,930
Closed -$26.1K 2626
2026
Q1
$26.1K Buy
1,930
+224
+13% +$2.35K ﹤0.01% 2635
2025
Q4
$14.3K Buy
1,706
+22
+1% +$193 ﹤0.01% 2683
2025
Q3
$15K Buy
1,684
+20
+1% +$182 ﹤0.01% 2544
2025
Q2
$14.3K Sell
1,664
-21
-1% -$184 ﹤0.01% 2535
2025
Q1
$18.9K Buy
1,685
+61
+4% +$840 ﹤0.01% 2204
2024
Q4
$23.7K Sell
1,624
-14,168
-90% -$192K ﹤0.01% 2142
2024
Q3
$173K Buy
15,792
+18
+0.1% +$206 ﹤0.01% 1017
2024
Q2
$187K Buy
15,774
+152
+1% +$1.79K ﹤0.01% 1149
2024
Q1
$186K Buy
15,622
+155
+1% +$1.75K ﹤0.01% 1132
2023
Q4
$204K Buy
15,467
+156
+1% +$1.84K ﹤0.01% 1015
2023
Q3
$194K Buy
15,311
+140
+0.9% +$1.71K ﹤0.01% 970
2023
Q2
$158K Buy
15,171
+383
+3% +$4.1K ﹤0.01% 977
2023
Q1
$167K Buy
14,788
+145
+1% +$1.68K ﹤0.01% 964
2022
Q4
$176K Buy
14,643
+4,112
+39% +$56.6K ﹤0.01% 920
2022
Q3
$142K Sell
10,531
-6,801
-39% -$99.6K ﹤0.01% 866
2022
Q2
$216K Sell
17,332
-7,328
-30% -$122K ﹤0.01% 785
2022
Q1
$428K Hold
24,660
0.01% 604
2021
Q4
$313K Buy
+24,660
New +$341K 0.01% 696

Other funds holding CRGY

MAI Capital Management's CRGY Position: Q2 2026 in Review

MAI Capital Management sold out of Crescent Energy (CRGY) in Q2 2026, closing a stake of 1,930 shares — an estimated $26.1K sold.

MAI Capital Management first reported a position in CRGY in Q4 2021 and held it in 18 quarters. The position peaked at $428K in Q1 2022. 361 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • MAI Capital Management reported no remaining Crescent Energy position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 1,930 Crescent Energy shares in Q2 2026, an estimated $26.1K.
  • MAI Capital Management first reported a position in Crescent Energy in Q4 2021 and held it in 18 quarters.
  • MAI Capital Management's Crescent Energy position peaked at $428K in Q1 2022.
  • 361 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.