RFP
CRGY icon

Root Financial Partners’s Crescent Energy CRGY Stock Holding History

Root Financial Partners’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 		– Sell
-234
Closed -$3.16K – 1017
2026
Q1 		$3.16K Buy
234
+28
+14% +$293 ﹤0.01% 2129
2025
Q4 		$1.73K Sell
206
-40
-16% -$351 ﹤0.01% 2010
2025
Q3 		$2.19K Buy
+246
New +$2.23K ﹤0.01% 1940

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

Root Financial Partners's CRGY Position: Q2 2026 in Review

Root Financial Partners sold out of Crescent Energy (CRGY) in Q2 2026, closing a stake of 234 shares — an estimated $3.16K sold.

Root Financial Partners first reported a position in CRGY in Q3 2025 and held it in 3 quarters. The position peaked at $3.16K in Q1 2026. 363 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Root Financial Partners reported no remaining Crescent Energy position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 234 Crescent Energy shares in Q2 2026, an estimated $3.16K.
  • Root Financial Partners first reported a position in Crescent Energy in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Crescent Energy position peaked at $3.16K in Q1 2026.
  • 363 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.