Pointe Capital Management’s Crescent Energy CRGY Stock Holding History

Pointe Capital Management’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	-13,008	Closed	-$109K	–	158
2025 Q4	$109K	Sell	13,008 -24,540	-65%	-$215K	0.05%	154
2025 Q3	$335K	Hold	37,548	–	–	0.16%	122
2025 Q2	$323K	Hold	37,548	–	–	0.17%	121
2025 Q1	$422K	Sell	37,548 -2,411	-6%	-$33.2K	0.25%	100
2024 Q4	$584K	Sell	39,959 -39,950	-50%	-$542K	0.34%	80
2024 Q3	$875K	Hold	79,909	–	–	0.51%	51
2024 Q2	$947K	Sell	79,909 -16,050	-17%	-$189K	0.59%	38
2024 Q1	$1.14M	Hold	95,959	–	–	0.7%	32
2023 Q4	$1.27M	Sell	95,959 -16,500	-15%	-$194K	0.88%	24
2023 Q3	$1.42M	Hold	112,459	–	–	1.05%	18
2023 Q2	$1.17M	Sell	112,459 -130,784	-54%	-$1.4M	0.89%	22
2023 Q1	$2.75M	Sell	243,243 -144,600	-37%	-$1.67M	1.98%	8
2022 Q4	$4.65M	Hold	387,843	–	–	3.57%	6
2022 Q3	$5.22M	Hold	387,843	–	–	4.18%	5
2022 Q2	$4.84M	Hold	387,843	–	–	3.61%	6
2022 Q1	$6.72M	Hold	387,843	–	–	4.3%	3
2021 Q4	$4.92M	Buy	+387,843	New	+$5.36M	3%	8

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

Pointe Capital Management's CRGY Position: Q1 2026 in Review

Pointe Capital Management sold out of Crescent Energy (CRGY) in Q1 2026, closing a stake of 13,008 shares — an estimated $109K sold.

Pointe Capital Management first reported a position in CRGY in Q4 2021 and held it in 17 quarters. The position peaked at $6.72M in Q1 2022. 358 funds tracked by Wall St. Rank hold CRGY as of Q1 2026.

Pointe Capital Management reported no remaining Crescent Energy position as of Q1 2026 after selling out during the quarter.
Pointe Capital Management sold 13,008 Crescent Energy shares in Q1 2026, an estimated $109K.
Pointe Capital Management first reported a position in Crescent Energy in Q4 2021 and held it in 17 quarters.
Pointe Capital Management's Crescent Energy position peaked at $6.72M in Q1 2022.
358 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2026.

Based on Pointe Capital Management's 13F filing for Q1 2026, filed 15 May 2026.