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Prestige Wealth Management Group’s Crescent Energy CRGY Stock Holding History

Prestige Wealth Management Group’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 		$6.72K Hold
684
– – ﹤0.01% 513
2026
Q1 		$9.23K Sell
684
-92
-12% -$964 ﹤0.01% 438
2025
Q4 		$6.51K Buy
776
+483
+165% +$4.24K ﹤0.01% 522
2025
Q3 		$2.61K Hold
293
– – ﹤0.01% 680
2025
Q2 		$2.52K Buy
+293
New +$2.56K ﹤0.01% 691

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

Prestige Wealth Management Group's CRGY Position: Q2 2026 in Review

Prestige Wealth Management Group held its Crescent Energy (CRGY) position steady in Q2 2026 at 684 shares worth $6.72K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

Prestige Wealth Management Group first reported a position in CRGY in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.23K in Q1 2026. 361 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Prestige Wealth Management Group held 684 shares of Crescent Energy worth $6.72K as of Q2 2026.
  • Prestige Wealth Management Group left its Crescent Energy share count unchanged in Q2 2026.
  • Crescent Energy made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #513 holding.
  • Prestige Wealth Management Group first reported a position in Crescent Energy in Q2 2025 and has held it in 5 quarters since.
  • Prestige Wealth Management Group's Crescent Energy position peaked at $9.23K in Q1 2026.
  • 361 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.