NewEdge Advisors’s Crescent Energy CRGY Stock Holding History

NewEdge Advisors’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	$1.43M	Buy	145,918 +1,650	+1%	+$20.2K	﹤0.01%	1424
2026 Q1	$1.95M	Buy	144,268 +101,298	+236%	+$1.06M	0.01%	1121
2025 Q4	$361K	Buy	+42,970	New	+$377K	﹤0.01%	2189
2025 Q3	–	Sell	-11,951	Closed	-$103K	–	4127
2025 Q2	$103K	Buy	11,951 +11,051	+1,228%	+$96.7K	﹤0.01%	2414
2025 Q1	$10.1K	Hold	900	–	–	﹤0.01%	3101
2024 Q4	$13.1K	Hold	900	–	–	﹤0.01%	2940
2024 Q3	$9.86K	Hold	900	–	–	﹤0.01%	2946
2024 Q2	$10.7K	Hold	900	–	–	﹤0.01%	2843
2024 Q1	$10.7K	Hold	900	–	–	﹤0.01%	2850
2023 Q4	$11.9K	Hold	900	–	–	﹤0.01%	2772
2023 Q3	$11.4K	Hold	900	–	–	﹤0.01%	2535
2023 Q2	$9.38K	Hold	900	–	–	﹤0.01%	2614
2023 Q1	$10.2K	Sell	900 -22	-2%	-$255	﹤0.01%	2563
2022 Q4	$275	Buy	+922	New	+$12.7K	﹤0.01%	3259

Other funds holding CRGY

BlackRock New York $6.73T AUM 46.02% 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

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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

NewEdge Advisors's CRGY Position: Q2 2026 in Review

NewEdge Advisors increased its Crescent Energy (CRGY) stake by 1.1% in Q2 2026, buying an estimated $20.2K and bringing the position to 145,918 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1424.

NewEdge Advisors first reported a position in CRGY in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.95M in Q1 2026. 361 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

NewEdge Advisors held 145,918 shares of Crescent Energy worth $1.43M as of Q2 2026.
NewEdge Advisors bought 1,650 Crescent Energy shares in Q2 2026, an estimated $20.2K.
Crescent Energy made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1424 holding.
NewEdge Advisors first reported a position in Crescent Energy in Q4 2022 and has held it in 14 quarters since.
NewEdge Advisors's Crescent Energy position peaked at $1.95M in Q1 2026.
361 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.