Welch Group’s Crescent Energy CRGY Stock Holding History

Welch 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 Q3	$689K	Buy	53,472 +5,076	+10%	+$62.2K	0.02%	165
2026 Q2	$475K	Hold	48,396	–	–	0.02%	198
2026 Q1	$653K	Hold	48,396	–	–	0.02%	153
2025 Q4	$406K	Hold	48,396	–	–	0.02%	203
2025 Q3	$432K	Hold	48,396	–	–	0.02%	185
2025 Q2	$416K	Hold	48,396	–	–	0.02%	175
2025 Q1	$539K	Hold	48,396	–	–	0.02%	138
2024 Q4	$700K	Hold	48,396	–	–	0.03%	121
2024 Q3	$530K	Hold	48,396	–	–	0.02%	142
2024 Q2	$573K	Sell	48,396 -4,876	-9%	-$57.4K	0.03%	133
2024 Q1	$634K	Hold	53,272	–	–	0.03%	112
2023 Q4	$704K	Hold	53,272	–	–	0.04%	99
2023 Q3	$673K	Hold	53,272	–	–	0.04%	95
2023 Q2	$555K	Hold	53,272	–	–	0.03%	100
2023 Q1	$603K	Hold	53,272	–	–	0.04%	99
2022 Q4	$639K	Hold	53,272	–	–	0.04%	99
2022 Q3	$718K	Buy	53,272 +45	+0.1%	+$659	0.05%	87
2022 Q2	$664K	Hold	53,227	–	–	0.04%	92
2022 Q1	$923K	Hold	53,227	–	–	0.05%	87
2021 Q4	$675K	Buy	+53,227	New	+$735K	0.04%	101

Other funds holding CRGY

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Kohlberg Kravis Roberts & Co New York $5.04B AUM 56.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Welch Group's CRGY Position: Q3 2026 in Review

Welch Group increased its Crescent Energy (CRGY) stake by 10% in Q3 2026, buying an estimated $62.2K and bringing the position to 53,472 shares worth $689K. The position accounts for 0.02% of the portfolio, ranked #165.

Welch Group first reported a position in CRGY in Q4 2021 and has held it in 20 quarters since. The position peaked at $923K in Q1 2022. 291 funds tracked by Wall St. Rank hold CRGY as of Q3 2026.

Welch Group held 53,472 shares of Crescent Energy worth $689K as of Q3 2026.
Welch Group bought 5,076 Crescent Energy shares in Q3 2026, an estimated $62.2K.
Crescent Energy made up 0.02% of Welch Group's portfolio in Q3 2026, its #165 holding.
Welch Group first reported a position in Crescent Energy in Q4 2021 and has held it in 20 quarters since.
Welch Group's Crescent Energy position peaked at $923K in Q1 2022.
291 funds tracked by Wall St. Rank held Crescent Energy as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.