Wealth Enhancement Advisory Services
CRGY icon

Wealth Enhancement Advisory Services’s Crescent Energy CRGY Stock Holding History

Wealth Enhancement Advisory Services’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 		$395K Buy
41,665
+14,042
+51% +$172K ﹤0.01% 2926
2026
Q1 		$371K Sell
27,623
-9,125
-25% -$95.6K ﹤0.01% 2581
2025
Q4 		$295K Buy
36,748
+9,236
+34% +$81.1K ﹤0.01% 2938
2025
Q3 		$251K Buy
27,512
+2,436
+10% +$22.1K ﹤0.01% 2935
2025
Q2 		$229K Buy
+25,076
New +$220K ﹤0.01% 2880

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

Wealth Enhancement Advisory Services's CRGY Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Crescent Energy (CRGY) stake by 51% in Q2 2026, buying an estimated $172K and bringing the position to 41,665 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #2926.

Wealth Enhancement Advisory Services first reported a position in CRGY in Q2 2025 and has held it in 5 quarters since. 363 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Wealth Enhancement Advisory Services held 41,665 shares of Crescent Energy worth $395K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 14,042 Crescent Energy shares in Q2 2026, an estimated $172K.
  • Crescent Energy made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2926 holding.
  • Wealth Enhancement Advisory Services first reported a position in Crescent Energy in Q2 2025 and has held it in 5 quarters since.
  • 363 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.