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Sunbelt Securities’s Crescent Energy CRGY Stock Holding History

Sunbelt Securities’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 		$2.04M Buy
151,416
+1,073
+0.7% +$11.2K 0.13% 141
2025
Q4 		$1.26M Buy
150,343
+13,344
+10% +$117K 0.08% 195
2025
Q3 		$1.22M Buy
136,999
+108,595
+382% +$986K 0.08% 204
2025
Q2 		$415K Sell
28,404
-253
-0.9% -$2.21K 0.04% 394
2025
Q1 		$322K Buy
28,657
+253
+0.9% +$3.49K 0.03% 436
2024
Q4 		$411K Sell
28,404
-4,692
-14% -$63.6K 0.04% 401
2024
Q3 		$362K Buy
33,096
+4,102
+14% +$46.9K 0.04% 433
2024
Q2 		$344K Buy
28,994
+246
+0.9% +$2.89K 0.04% 420
2024
Q1 		$342K Sell
28,748
-124,818
-81% -$1.41M 0.04% 404
2023
Q4 		$2.03M Buy
153,566
+263
+0.2% +$3.1K 0.26% 83
2023
Q3 		$1.94M Sell
153,303
-12,824
-8% -$157K 0.27% 75
2023
Q2 		$1.73M Buy
166,127
+22,261
+15% +$238K 0.25% 92
2023
Q1 		$1.6M Buy
143,866
+16,500
+13% +$191K 0.26% 93
2022
Q4 		$1.53M Buy
127,366
+15,053
+13% +$207K 0.3% 81
2022
Q3 		$1.51M Buy
112,313
+44
+0% +$645 0.32% 80
2022
Q2 		$1.4M Buy
112,269
+23,069
+26% +$384K 0.3% 92
2022
Q1 		$1.56M Hold
89,200
– – 0.29% 97
2021
Q4 		$1.16M Buy
+89,200
New +$1.23M 0.19% 131

Other funds holding CRGY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sunbelt Securities's CRGY Position: Q1 2026 in Review

Sunbelt Securities increased its Crescent Energy (CRGY) stake by 0.71% in Q1 2026, buying an estimated $11.2K and bringing the position to 151,416 shares worth $2.04M. The position accounts for 0.13% of the portfolio, ranked #141.

Sunbelt Securities first reported a position in CRGY in Q4 2021 and has held it in 18 quarters since. 360 funds tracked by Wall St. Rank hold CRGY as of Q1 2026.

  • Sunbelt Securities held 151,416 shares of Crescent Energy worth $2.04M as of Q1 2026.
  • Sunbelt Securities bought 1,073 Crescent Energy shares in Q1 2026, an estimated $11.2K.
  • Crescent Energy made up 0.13% of Sunbelt Securities's portfolio in Q1 2026, its #141 holding.
  • Sunbelt Securities first reported a position in Crescent Energy in Q4 2021 and has held it in 18 quarters since.
  • 360 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.