Wellington Management Group
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Wellington Management Group’s Crescent Energy CRGY Stock Holding History

Wellington Management 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
Q2 		– Sell
-10,845
Closed -$146K – 1959
2026
Q1 		$146K Hold
10,845
– – ﹤0.01% 1853
2025
Q4 		$91K Buy
+10,845
New +$95.2K ﹤0.01% 1906
2025
Q1 		– Sell
-1,034,189
Closed -$15.1M – 1961
2024
Q4 		$15.1M Sell
1,034,189
-963,260
-48% -$13.1M ﹤0.01% 1064
2024
Q3 		$21.9M Buy
+1,997,449
New +$22.8M ﹤0.01% 928

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

Wellington Management Group's CRGY Position: Q2 2026 in Review

Wellington Management Group sold out of Crescent Energy (CRGY) in Q2 2026, closing a stake of 10,845 shares — an estimated $146K sold.

Wellington Management Group first reported a position in CRGY in Q3 2024 and held it in 4 quarters. The position peaked at $21.9M in Q3 2024. 362 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Wellington Management Group reported no remaining Crescent Energy position as of Q2 2026 after selling out during the quarter.
  • Wellington Management Group sold 10,845 Crescent Energy shares in Q2 2026, an estimated $146K.
  • Wellington Management Group first reported a position in Crescent Energy in Q3 2024 and held it in 4 quarters.
  • Wellington Management Group's Crescent Energy position peaked at $21.9M in Q3 2024.
  • 362 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.