WHG
CRGY icon

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
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 $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

Westwood Holdings Group's CRGY Position: Q1 2026 in Review

Westwood Holdings Group held its Crescent Energy (CRGY) position steady in Q1 2026 at 37,593 shares worth $508K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

Westwood Holdings Group first reported a position in CRGY in Q3 2024 and has held it in 7 quarters since. The position peaked at $549K in Q4 2024. 358 funds tracked by Wall St. Rank hold CRGY as of Q1 2026.

  • Westwood Holdings Group held 37,593 shares of Crescent Energy worth $508K as of Q1 2026.
  • Westwood Holdings Group left its Crescent Energy share count unchanged in Q1 2026.
  • Crescent Energy made up ﹤0.01% of Westwood Holdings Group's portfolio in Q1 2026, its #387 holding.
  • Westwood Holdings Group first reported a position in Crescent Energy in Q3 2024 and has held it in 7 quarters since.
  • Westwood Holdings Group's Crescent Energy position peaked at $549K in Q4 2024.
  • 358 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.