MorganRosel Wealth Management’s Crescent Energy CRGY Stock Holding History

MorganRosel Wealth Management’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	-67,934	Closed	-$570K	–	107
2025 Q4	$570K	Hold	67,934	–	–	0.14%	84
2025 Q3	$606K	Hold	67,934	–	–	0.16%	85
2025 Q2	$584K	Buy	67,934 +14,311	+27%	+$125K	0.16%	83
2025 Q1	$603K	Hold	53,623	–	–	0.18%	72
2024 Q4	$783K	Buy	+53,623	New	+$727K	0.26%	70
2022 Q4	–	Sell	-33,064	Closed	-$445K	–	95
2022 Q3	$445K	Hold	33,064	–	–	0.22%	72
2022 Q2	$413K	Hold	33,064	–	–	0.22%	76
2022 Q1	$573K	Buy	+33,064	New	+$489K	0.28%	63

Other funds holding CRGY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MorganRosel Wealth Management's CRGY Position: Q1 2026 in Review

MorganRosel Wealth Management sold out of Crescent Energy (CRGY) in Q1 2026, closing a stake of 67,934 shares — an estimated $570K sold.

MorganRosel Wealth Management first reported a position in CRGY in Q1 2022 and held it in 8 quarters. The position peaked at $783K in Q4 2024. 361 funds tracked by Wall St. Rank hold CRGY as of Q1 2026.

MorganRosel Wealth Management reported no remaining Crescent Energy position as of Q1 2026 after selling out during the quarter.
MorganRosel Wealth Management sold 67,934 Crescent Energy shares in Q1 2026, an estimated $570K.
MorganRosel Wealth Management first reported a position in Crescent Energy in Q1 2022 and held it in 8 quarters.
MorganRosel Wealth Management's Crescent Energy position peaked at $783K in Q4 2024.
361 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.