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Westwood Holdings Group’s Crescent Energy CRGY Stock Holding History

Westwood Holdings 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
-37,593
Closed -$508K – 636
2026
Q1 		$508K Hold
37,593
– – ﹤0.01% 387
2025
Q4 		$315K Hold
37,593
– – ﹤0.01% 449
2025
Q3 		$335K Hold
37,593
– – ﹤0.01% 443
2025
Q2 		$323K Hold
37,593
– – ﹤0.01% 440
2025
Q1 		$423K Hold
37,593
– – ﹤0.01% 405
2024
Q4 		$549K Hold
37,593
– – ﹤0.01% 405
2024
Q3 		$412K Buy
+37,593
New +$429K ﹤0.01% 412

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

Westwood Holdings Group's CRGY Position: Q2 2026 in Review

Westwood Holdings Group sold out of Crescent Energy (CRGY) in Q2 2026, closing a stake of 37,593 shares — an estimated $508K sold.

Westwood Holdings Group first reported a position in CRGY in Q3 2024 and held it in 7 quarters. The position peaked at $549K in Q4 2024. 363 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Westwood Holdings Group reported no remaining Crescent Energy position as of Q2 2026 after selling out during the quarter.
  • Westwood Holdings Group sold 37,593 Crescent Energy shares in Q2 2026, an estimated $508K.
  • Westwood Holdings Group first reported a position in Crescent Energy in Q3 2024 and held it in 7 quarters.
  • Westwood Holdings Group's Crescent Energy position peaked at $549K in Q4 2024.
  • 363 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

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