Wells Fargo
CRGY icon

Wells Fargo’s Crescent Energy CRGY Stock Holding History

Wells Fargo’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 		$6.87M Sell
508,777
-38,164
-7% -$400K ﹤0.01% 2332
2025
Q4 		$4.59M Buy
546,941
+181,481
+50% +$1.59M ﹤0.01% 2772
2025
Q3 		$3.26M Buy
365,460
+137,683
+60% +$1.25M ﹤0.01% 2935
2025
Q2 		$1.96M Buy
227,777
+18,669
+9% +$163K ﹤0.01% 3230
2025
Q1 		$2.35M Sell
209,108
-2,466
-1% -$34K ﹤0.01% 3043
2024
Q4 		$3.09M Buy
211,574
+25,447
+14% +$345K ﹤0.01% 2845
2024
Q3 		$2.04M Buy
186,127
+79,058
+74% +$903K ﹤0.01% 3037
2024
Q2 		$1.27M Buy
107,069
+28,915
+37% +$340K ﹤0.01% 3333
2024
Q1 		$930K Buy
78,154
+39,096
+100% +$440K ﹤0.01% 3506
2023
Q4 		$516K Buy
39,058
+10,462
+37% +$123K ﹤0.01% 3844
2023
Q3 		$361K Sell
28,596
-6,941
-20% -$85K ﹤0.01% 3972
2023
Q2 		$370K Buy
35,537
+12,981
+58% +$139K ﹤0.01% 4161
2023
Q1 		$255K Buy
22,556
+10,749
+91% +$125K ﹤0.01% 4292
2022
Q4 		$142K Sell
11,807
-701
-6% -$9.64K ﹤0.01% 4356
2022
Q3 		$169K Buy
12,508
+1,710
+16% +$25.1K ﹤0.01% 4333
2022
Q2 		$135K Sell
10,798
-4,524
-30% -$75.4K ﹤0.01% 4475
2022
Q1 		$266K Sell
15,322
-3,341
-18% -$49.4K ﹤0.01% 4820
2021
Q4 		$237K Buy
+18,663
New +$258K ﹤0.01% 5176

Other funds holding CRGY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo's CRGY Position: Q1 2026 in Review

Wells Fargo reduced its Crescent Energy (CRGY) stake by 7% in Q1 2026, selling an estimated $400K and leaving 508,777 shares worth $6.87M. The position accounts for ﹤0.01% of the portfolio, ranked #2332.

Wells Fargo first reported a position in CRGY in Q4 2021 and has held it in 18 quarters since. 358 funds tracked by Wall St. Rank hold CRGY as of Q1 2026.

  • Wells Fargo held 508,777 shares of Crescent Energy worth $6.87M as of Q1 2026.
  • Wells Fargo sold 38,164 Crescent Energy shares in Q1 2026, an estimated $400K.
  • Crescent Energy made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #2332 holding.
  • Wells Fargo first reported a position in Crescent Energy in Q4 2021 and has held it in 18 quarters since.
  • 358 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.