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Stoneridge Investment Partners’s Crescent Energy CRGY Stock Holding History

Stoneridge Investment 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
-14,095
Closed -$190K – 156
2026
Q1 		$190K Sell
14,095
-73
-0.5% -$765 0.14% 100
2025
Q4 		$119K Buy
14,168
+220
+2% +$1.93K 0.08% 115
2025
Q3 		$124K Buy
13,948
+1,051
+8% +$9.55K 0.09% 106
2025
Q2 		$111K Buy
+12,897
New +$113K 0.08% 103
2024
Q2 		– Sell
-27,193
Closed -$324K – 133
2024
Q1 		$324K Buy
+27,193
New +$306K 0.12% 91

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

Stoneridge Investment Partners's CRGY Position: Q2 2026 in Review

Stoneridge Investment Partners sold out of Crescent Energy (CRGY) in Q2 2026, closing a stake of 14,095 shares — an estimated $190K sold.

Stoneridge Investment Partners first reported a position in CRGY in Q1 2024 and held it in 5 quarters. The position peaked at $324K in Q1 2024. 362 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Stoneridge Investment Partners reported no remaining Crescent Energy position as of Q2 2026 after selling out during the quarter.
  • Stoneridge Investment Partners sold 14,095 Crescent Energy shares in Q2 2026, an estimated $190K.
  • Stoneridge Investment Partners first reported a position in Crescent Energy in Q1 2024 and held it in 5 quarters.
  • Stoneridge Investment Partners's Crescent Energy position peaked at $324K in Q1 2024.
  • 362 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Stoneridge Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.