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Pinnacle Wealth Planning Services’s Crescent Energy CRGY Stock Holding History

Pinnacle Wealth Planning Services’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 		$52.2K Buy
5,316
+225
+4% +$2.75K 0.01% 1252
2026
Q1 		$68.7K Sell
5,091
-383
-7% -$4.01K 0.01% 1017
2025
Q4 		$45.9K Buy
+5,474
New +$48.1K ﹤0.01% 1251

Other funds holding CRGY

BlackRock
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Pinnacle Wealth Planning Services's CRGY Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Crescent Energy (CRGY) stake by 4.4% in Q2 2026, buying an estimated $2.75K and bringing the position to 5,316 shares worth $52.2K. The position accounts for 0.01% of the portfolio, ranked #1252.

Pinnacle Wealth Planning Services first reported a position in CRGY in Q4 2025 and has held it in 3 quarters since. The position peaked at $68.7K in Q1 2026. 363 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Pinnacle Wealth Planning Services held 5,316 shares of Crescent Energy worth $52.2K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 225 Crescent Energy shares in Q2 2026, an estimated $2.75K.
  • Crescent Energy made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1252 holding.
  • Pinnacle Wealth Planning Services first reported a position in Crescent Energy in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Crescent Energy position peaked at $68.7K in Q1 2026.
  • 363 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.