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Strategic Wealth Partners’s Crescent Energy CRGY Stock Holding History

Strategic Wealth 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
Q1 		$135 Buy
+10
New +$105 ﹤0.01% 1395

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

Strategic Wealth Partners's CRGY Position: Q1 2026 in Review

Strategic Wealth Partners opened a new position in Crescent Energy (CRGY) in Q1 2026: 10 shares worth $135. The stake represents ﹤0.01% of the portfolio and ranks #1395 among its holdings.

358 funds tracked by Wall St. Rank hold CRGY as of Q1 2026.

  • Strategic Wealth Partners held 10 shares of Crescent Energy worth $135 as of Q1 2026.
  • Crescent Energy was a new Strategic Wealth Partners position in Q1 2026.
  • Crescent Energy made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1395 holding.
  • 358 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.