Optima Capital’s Crescent Energy CRGY Stock Holding History

Optima Capital’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	-64	Closed	-$537	–	394
2025 Q4	$537	Buy	+64	New	+$562	﹤0.01%	1175

Other funds holding CRGY

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Optima Capital's CRGY Position: Q1 2026 in Review

Optima Capital sold out of Crescent Energy (CRGY) in Q1 2026, closing a stake of 64 shares — an estimated $537 sold.

Optima Capital first reported a position in CRGY in Q4 2025 and held it in 1 quarter. The position peaked at $537 in Q4 2025. 359 funds tracked by Wall St. Rank hold CRGY as of Q1 2026.

Optima Capital reported no remaining Crescent Energy position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 64 Crescent Energy shares in Q1 2026, an estimated $537.
Optima Capital first reported a position in Crescent Energy in Q4 2025 and held it in 1 quarter.
Optima Capital's Crescent Energy position peaked at $537 in Q4 2025.
359 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.