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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
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 $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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pinnacle Wealth Planning Services's CRGY Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Crescent Energy (CRGY) stake by 7% in Q1 2026, selling an estimated $4.01K and leaving 5,091 shares worth $68.7K. The position accounts for 0.01% of the portfolio, ranked #1017.

Pinnacle Wealth Planning Services first reported a position in CRGY in Q4 2025 and has held it in 2 quarters since. 358 funds tracked by Wall St. Rank hold CRGY as of Q1 2026.

  • Pinnacle Wealth Planning Services held 5,091 shares of Crescent Energy worth $68.7K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 383 Crescent Energy shares in Q1 2026, an estimated $4.01K.
  • Crescent Energy made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1017 holding.
  • Pinnacle Wealth Planning Services first reported a position in Crescent Energy in Q4 2025 and has held it in 2 quarters since.
  • 358 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.