SPIA
CRGY icon

Steward Partners Investment Advisory’s Crescent Energy CRGY Stock Holding History

Steward Partners Investment Advisory’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 		$47.1K Buy
+3,492
New +$36.6K ﹤0.01% 2815
2025
Q2 		– Sell
-540
Closed -$6.07K – 4148
2025
Q1 		$6.07K Hold
540
– – ﹤0.01% 3310
2024
Q4 		$7.89K Sell
540
-100
-16% -$1.36K ﹤0.01% 3195
2024
Q3 		$7.01K Buy
640
+100
+19% +$1.14K ﹤0.01% 3083
2024
Q2 		$6.4K Hold
540
– – ﹤0.01% 2969
2024
Q1 		$6.43K Hold
540
– – ﹤0.01% 2967
2023
Q4 		$7.13K Hold
540
– – ﹤0.01% 2831
2023
Q3 		$6.83K Hold
540
– – ﹤0.01% 2717
2023
Q2 		$5.63K Hold
540
– – ﹤0.01% 2760
2023
Q1 		$6.11K Sell
540
-1,250
-70% -$14.5K ﹤0.01% 2718
2022
Q4 		$21.5K Sell
1,790
-925
-34% -$12.7K ﹤0.01% 2210
2022
Q3 		$37K Buy
2,715
+825
+44% +$12.1K ﹤0.01% 1926
2022
Q2 		$24K Buy
1,890
+1,350
+250% +$22.5K ﹤0.01% 2139
2022
Q1 		$9K Hold
540
– – ﹤0.01% 2696
2021
Q4 		$7K Buy
+540
New +$7.46K ﹤0.01% 2715

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

Steward Partners Investment Advisory's CRGY Position: Q1 2026 in Review

Steward Partners Investment Advisory opened a new position in Crescent Energy (CRGY) in Q1 2026: 3,492 shares worth $47.1K. The stake represents ﹤0.01% of the portfolio and ranks #2815 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in CRGY as recently as Q1 2025.

Steward Partners Investment Advisory first reported a position in CRGY in Q4 2021 and has held it in 15 quarters since. 359 funds tracked by Wall St. Rank hold CRGY as of Q1 2026.

  • Steward Partners Investment Advisory held 3,492 shares of Crescent Energy worth $47.1K as of Q1 2026.
  • Crescent Energy was a new Steward Partners Investment Advisory position in Q1 2026.
  • Crescent Energy made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2815 holding.
  • Steward Partners Investment Advisory first reported a position in Crescent Energy in Q4 2021 and has held it in 15 quarters since.
  • 359 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.