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Turning Point Benefit Group’s Crescent Energy CRGY Stock Holding History

Turning Point Benefit 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
Q1 		– Sell
-114
Closed -$959 – 249
2025
Q4 		$959 Buy
+114
New +$1K ﹤0.01% 565

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

Turning Point Benefit Group's CRGY Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Crescent Energy (CRGY) in Q1 2026, closing a stake of 114 shares — an estimated $959 sold.

Turning Point Benefit Group first reported a position in CRGY in Q4 2025 and held it in 1 quarter. The position peaked at $959 in Q4 2025. 360 funds tracked by Wall St. Rank hold CRGY as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Crescent Energy position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 114 Crescent Energy shares in Q1 2026, an estimated $959.
  • Turning Point Benefit Group first reported a position in Crescent Energy in Q4 2025 and held it in 1 quarter.
  • Turning Point Benefit Group's Crescent Energy position peaked at $959 in Q4 2025.
  • 360 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.