TWD
CRGY icon

True Wealth Design’s Crescent Energy CRGY Stock Holding History

True Wealth Design’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 		$14.8K Hold
1,503
– – ﹤0.01% 933
2026
Q1 		$20.3K Sell
1,503
-43
-3% -$450 0.01% 713
2025
Q4 		$13K Sell
1,546
-33
-2% -$290 ﹤0.01% 762
2025
Q3 		$14.1K Hold
1,579
– – ﹤0.01% 721
2025
Q2 		$13.6K Buy
+1,579
New +$13.8K ﹤0.01% 478

Other funds holding CRGY

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

True Wealth Design's CRGY Position: Q2 2026 in Review

True Wealth Design held its Crescent Energy (CRGY) position steady in Q2 2026 at 1,503 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #933.

True Wealth Design first reported a position in CRGY in Q2 2025 and has held it in 5 quarters since. The position peaked at $20.3K in Q1 2026. 44 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • True Wealth Design held 1,503 shares of Crescent Energy worth $14.8K as of Q2 2026.
  • True Wealth Design left its Crescent Energy share count unchanged in Q2 2026.
  • Crescent Energy made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #933 holding.
  • True Wealth Design first reported a position in Crescent Energy in Q2 2025 and has held it in 5 quarters since.
  • True Wealth Design's Crescent Energy position peaked at $20.3K in Q1 2026.
  • 44 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.