Principal Financial Group
CRGY icon

Principal Financial Group’s Crescent Energy CRGY Stock Holding History

Principal Financial 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
Q1 		$16M Buy
1,181,635
+29,673
+3% +$311K 0.01% 1053
2025
Q4 		$9.66M Buy
1,151,962
+254,940
+28% +$2.24M ﹤0.01% 1338
2025
Q3 		$8M Sell
897,022
-13,881
-2% -$126K ﹤0.01% 1399
2025
Q2 		$7.83M Buy
910,903
+732
+0.1% +$6.41K ﹤0.01% 1379
2025
Q1 		$10.2M Buy
910,171
+62,622
+7% +$863K 0.01% 1248
2024
Q4 		$12.4M Buy
847,549
+836,812
+7,794% +$11.4M 0.01% 1164
2024
Q3 		$118K Buy
10,737
+192
+2% +$2.19K ﹤0.01% 2140
2024
Q2 		$125K Buy
+10,545
New +$124K ﹤0.01% 2203

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

Principal Financial Group's CRGY Position: Q1 2026 in Review

Principal Financial Group increased its Crescent Energy (CRGY) stake by 2.6% in Q1 2026, buying an estimated $311K and bringing the position to 1,181,635 shares worth $16M. The position accounts for 0.01% of the portfolio, ranked #1053.

Principal Financial Group first reported a position in CRGY in Q2 2024 and has held it in 8 quarters since. 358 funds tracked by Wall St. Rank hold CRGY as of Q1 2026.

  • Principal Financial Group held 1,181,635 shares of Crescent Energy worth $16M as of Q1 2026.
  • Principal Financial Group bought 29,673 Crescent Energy shares in Q1 2026, an estimated $311K.
  • Crescent Energy made up 0.01% of Principal Financial Group's portfolio in Q1 2026, its #1053 holding.
  • Principal Financial Group first reported a position in Crescent Energy in Q2 2024 and has held it in 8 quarters since.
  • 358 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.