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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
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 $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

Private Wealth Management Group's CRGY Position: Q1 2026 in Review

Private Wealth Management Group held its Crescent Energy (CRGY) position steady in Q1 2026 at 415 shares worth $5.6K. The position accounts for ﹤0.01% of the portfolio, ranked #730.

Private Wealth Management Group first reported a position in CRGY in Q3 2024 and has held it in 4 quarters since. 358 funds tracked by Wall St. Rank hold CRGY as of Q1 2026.

  • Private Wealth Management Group held 415 shares of Crescent Energy worth $5.6K as of Q1 2026.
  • Private Wealth Management Group left its Crescent Energy share count unchanged in Q1 2026.
  • Crescent Energy made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #730 holding.
  • Private Wealth Management Group first reported a position in Crescent Energy in Q3 2024 and has held it in 4 quarters since.
  • 358 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.