R Squared’s Crescent Energy CRGY Stock Holding History

R Squared’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	-11,430	Closed	-$95.9K	–	532
2025 Q4	$95.9K	Buy	+11,430	New	+$100K	0.04%	413

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

R Squared's CRGY Position: Q1 2026 in Review

R Squared sold out of Crescent Energy (CRGY) in Q1 2026, closing a stake of 11,430 shares — an estimated $95.9K sold.

R Squared first reported a position in CRGY in Q4 2025 and held it in 1 quarter. The position peaked at $95.9K in Q4 2025. 358 funds tracked by Wall St. Rank hold CRGY as of Q1 2026.

R Squared reported no remaining Crescent Energy position as of Q1 2026 after selling out during the quarter.
R Squared sold 11,430 Crescent Energy shares in Q1 2026, an estimated $95.9K.
R Squared first reported a position in Crescent Energy in Q4 2025 and held it in 1 quarter.
R Squared's Crescent Energy position peaked at $95.9K in Q4 2025.
358 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.