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Sound Income Strategies’s Crescent Energy CRGY Stock Holding History

Sound Income Strategies’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
-817
Closed -$10.4K – 870
2026
Q1 		$10.4K Buy
817
+7
+0.9% +$73 ﹤0.01% 1489
2025
Q4 		$6.79K Buy
+810
New +$7.11K ﹤0.01% 1675

Other funds holding CRGY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sound Income Strategies's CRGY Position: Q2 2026 in Review

Sound Income Strategies sold out of Crescent Energy (CRGY) in Q2 2026, closing a stake of 817 shares — an estimated $10.4K sold.

Sound Income Strategies first reported a position in CRGY in Q4 2025 and held it in 2 quarters. The position peaked at $10.4K in Q1 2026. 258 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Sound Income Strategies reported no remaining Crescent Energy position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 817 Crescent Energy shares in Q2 2026, an estimated $10.4K.
  • Sound Income Strategies first reported a position in Crescent Energy in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Crescent Energy position peaked at $10.4K in Q1 2026.
  • 258 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.