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Summit Global Investments’s Crescent Energy CRGY Stock Holding History

Summit Global Investments’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 		$399K Sell
29,536
-43,864
-60% -$459K 0.02% 371
2025
Q4 		$616K Sell
73,400
-1,919
-3% -$16.8K 0.04% 275
2025
Q3 		$672K Buy
+75,319
New +$684K 0.04% 254

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

Summit Global Investments's CRGY Position: Q1 2026 in Review

Summit Global Investments reduced its Crescent Energy (CRGY) stake by 60% in Q1 2026, selling an estimated $459K and leaving 29,536 shares worth $399K. The position accounts for 0.02% of the portfolio, ranked #371.

Summit Global Investments first reported a position in CRGY in Q3 2025 and has held it in 3 quarters since. The position peaked at $672K in Q3 2025. 358 funds tracked by Wall St. Rank hold CRGY as of Q1 2026.

  • Summit Global Investments held 29,536 shares of Crescent Energy worth $399K as of Q1 2026.
  • Summit Global Investments sold 43,864 Crescent Energy shares in Q1 2026, an estimated $459K.
  • Crescent Energy made up 0.02% of Summit Global Investments's portfolio in Q1 2026, its #371 holding.
  • Summit Global Investments first reported a position in Crescent Energy in Q3 2025 and has held it in 3 quarters since.
  • Summit Global Investments's Crescent Energy position peaked at $672K in Q3 2025.
  • 358 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.