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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
Q2 		$1.08M Buy
110,174
+80,638
+273% +$986K 0.06% 192
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 $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 $3.38T AUM 44.17% 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

Summit Global Investments's CRGY Position: Q2 2026 in Review

Summit Global Investments increased its Crescent Energy (CRGY) stake by 273% in Q2 2026, buying an estimated $986K and bringing the position to 110,174 shares worth $1.08M. The position accounts for 0.06% of the portfolio, ranked #192.

Summit Global Investments first reported a position in CRGY in Q3 2025 and has held it in 4 quarters since. 363 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Summit Global Investments held 110,174 shares of Crescent Energy worth $1.08M as of Q2 2026.
  • Summit Global Investments bought 80,638 Crescent Energy shares in Q2 2026, an estimated $986K.
  • Crescent Energy made up 0.06% of Summit Global Investments's portfolio in Q2 2026, its #192 holding.
  • Summit Global Investments first reported a position in Crescent Energy in Q3 2025 and has held it in 4 quarters since.
  • 363 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.