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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
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 $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

Smartleaf Asset Management's CRGY Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Crescent Energy (CRGY) stake by 54% in Q1 2026, selling an estimated $7.61K and leaving 622 shares worth $8.42K. The position accounts for ﹤0.01% of the portfolio, ranked #2415.

Smartleaf Asset Management first reported a position in CRGY in Q1 2024 and has held it in 9 quarters since. The position peaked at $11.3K in Q4 2025. 358 funds tracked by Wall St. Rank hold CRGY as of Q1 2026.

  • Smartleaf Asset Management held 622 shares of Crescent Energy worth $8.42K as of Q1 2026.
  • Smartleaf Asset Management sold 726 Crescent Energy shares in Q1 2026, an estimated $7.61K.
  • Crescent Energy made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2415 holding.
  • Smartleaf Asset Management first reported a position in Crescent Energy in Q1 2024 and has held it in 9 quarters since.
  • Smartleaf Asset Management's Crescent Energy position peaked at $11.3K in Q4 2025.
  • 358 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.