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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
Q2 		$100 Hold
10
– – ﹤0.01% 1389
2026
Q1 		$135 Buy
+10
New +$105 ﹤0.01% 1395

Other funds holding CRGY

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KKRC
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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

Strategic Wealth Partners's CRGY Position: Q2 2026 in Review

Strategic Wealth Partners held its Crescent Energy (CRGY) position steady in Q2 2026 at 10 shares worth $100. The position accounts for ﹤0.01% of the portfolio, ranked #1389.

Strategic Wealth Partners first reported a position in CRGY in Q1 2026 and has held it in 2 quarters since. The position peaked at $135 in Q1 2026. 363 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Strategic Wealth Partners held 10 shares of Crescent Energy worth $100 as of Q2 2026.
  • Strategic Wealth Partners left its Crescent Energy share count unchanged in Q2 2026.
  • Crescent Energy made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1389 holding.
  • Strategic Wealth Partners first reported a position in Crescent Energy in Q1 2026 and has held it in 2 quarters since.
  • Strategic Wealth Partners's Crescent Energy position peaked at $135 in Q1 2026.
  • 363 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.