Plante Moran Financial Advisors’s Crescent Energy CRGY Stock Holding History

Plante Moran Financial 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	$422	Buy	+43	New	+$526	﹤0.01%	1185

Other funds holding CRGY

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

MMC

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Plante Moran Financial Advisors's CRGY Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Crescent Energy (CRGY) in Q2 2026: 43 shares worth $422. The stake represents ﹤0.01% of the portfolio and ranks #1185 among its holdings.

151 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

Plante Moran Financial Advisors held 43 shares of Crescent Energy worth $422 as of Q2 2026.
Crescent Energy was a new Plante Moran Financial Advisors position in Q2 2026.
Crescent Energy made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1185 holding.
151 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.