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

Private 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 		$5.17K Buy
526
+111
+27% +$1.36K ﹤0.01% 834
2026
Q1 		$5.6K Hold
415
– – ﹤0.01% 730
2025
Q4 		$3.48K Buy
+415
New +$3.64K ﹤0.01% 906
2025
Q1 		– Sell
-141
Closed -$2.06K – 1506
2024
Q4 		$2.06K Hold
141
– – ﹤0.01% 1069
2024
Q3 		$1.54K Buy
+141
New +$1.61K ﹤0.01% 1157

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

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

Private Wealth Management Group increased its Crescent Energy (CRGY) stake by 27% in Q2 2026, buying an estimated $1.36K and bringing the position to 526 shares worth $5.17K. The position accounts for ﹤0.01% of the portfolio, ranked #834.

Private Wealth Management Group first reported a position in CRGY in Q3 2024 and has held it in 5 quarters since. The position peaked at $5.6K in Q1 2026. 363 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Private Wealth Management Group held 526 shares of Crescent Energy worth $5.17K as of Q2 2026.
  • Private Wealth Management Group bought 111 Crescent Energy shares in Q2 2026, an estimated $1.36K.
  • Crescent Energy made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #834 holding.
  • Private Wealth Management Group first reported a position in Crescent Energy in Q3 2024 and has held it in 5 quarters since.
  • Private Wealth Management Group's Crescent Energy position peaked at $5.6K in Q1 2026.
  • 363 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.