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RAFFA WEALTH MANAGEMENT, LLC’s Crescent Energy CRGY Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$10 Hold
1
– – ﹤0.01% 1585
2026
Q1 		$14 Buy
+1
New +$10 ﹤0.01% 1493

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MMA
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PCM
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MWM
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MAA
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MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
LSERS
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New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's CRGY Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Crescent Energy (CRGY) position steady in Q2 2026 at 1 share worth $10. The position accounts for ﹤0.01% of the portfolio, ranked #1585.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in CRGY in Q1 2026 and has held it in 2 quarters since. The position peaked at $14 in Q1 2026. 72 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 1 share of Crescent Energy worth $10 as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC left its Crescent Energy share count unchanged in Q2 2026.
  • Crescent Energy made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1585 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Crescent Energy in Q1 2026 and has held it in 2 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Crescent Energy position peaked at $14 in Q1 2026.
  • 72 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.