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Summit Securities Group’s Crescent Energy CRGY Stock Holding History

Summit Securities Group’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
-124
Closed -$1.67K – 1196
2026
Q1 		$1.67K Buy
+124
New +$1.3K ﹤0.01% 961
2025
Q3 		– Sell
-583
Closed -$5.01K – 1084
2025
Q2 		$5.01K Buy
+583
New +$5.1K ﹤0.01% 978
2023
Q1 		– Sell
-4,442
Closed -$53K – 886
2022
Q4 		$53K Buy
+4,442
New +$61.1K ﹤0.01% 704

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

Summit Securities Group's CRGY Position: Q2 2026 in Review

Summit Securities Group sold out of Crescent Energy (CRGY) in Q2 2026, closing a stake of 124 shares — an estimated $1.67K sold.

Summit Securities Group first reported a position in CRGY in Q4 2022 and held it in 3 quarters. The position peaked at $53K in Q4 2022. 361 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Summit Securities Group reported no remaining Crescent Energy position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 124 Crescent Energy shares in Q2 2026, an estimated $1.67K.
  • Summit Securities Group first reported a position in Crescent Energy in Q4 2022 and held it in 3 quarters.
  • Summit Securities Group's Crescent Energy position peaked at $53K in Q4 2022.
  • 361 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

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