SAM
CRGY icon

Smartleaf Asset Management’s Crescent Energy CRGY Stock Holding History

Smartleaf Asset Management’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 		$6.22K Hold
622
– – ﹤0.01% 2595
2026
Q1 		$8.42K Sell
622
-726
-54% -$7.61K ﹤0.01% 2415
2025
Q4 		$11.3K Buy
1,348
+100
+8% +$878 ﹤0.01% 2338
2025
Q3 		$11.3K Buy
1,248
+809
+184% +$7.35K ﹤0.01% 2060
2025
Q2 		$3.93K Buy
439
+311
+243% +$2.72K ﹤0.01% 2125
2025
Q1 		$1.43K Sell
128
-148
-54% -$2.04K ﹤0.01% 2546
2024
Q4 		$3.99K Buy
276
+56
+25% +$760 ﹤0.01% 2331
2024
Q3 		$2.45K Buy
220
+186
+547% +$2.13K ﹤0.01% 2416
2024
Q2 		$405 Hold
34
– – ﹤0.01% 2588
2024
Q1 		$399 Buy
+34
New +$383 ﹤0.01% 1775

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

Smartleaf Asset Management's CRGY Position: Q2 2026 in Review

Smartleaf Asset Management held its Crescent Energy (CRGY) position steady in Q2 2026 at 622 shares worth $6.22K. The position accounts for ﹤0.01% of the portfolio, ranked #2595.

Smartleaf Asset Management first reported a position in CRGY in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.3K in Q4 2025. 363 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Smartleaf Asset Management held 622 shares of Crescent Energy worth $6.22K as of Q2 2026.
  • Smartleaf Asset Management left its Crescent Energy share count unchanged in Q2 2026.
  • Crescent Energy made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2595 holding.
  • Smartleaf Asset Management first reported a position in Crescent Energy in Q1 2024 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Crescent Energy position peaked at $11.3K in Q4 2025.
  • 363 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.