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Crescent Energy: Dimensional reports 5.5% stake

The reported shares are owned by investment funds, while Dimensional disclaims beneficial ownership of those securities.

(Neutral)

Sentiment and the balance of points

Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.

Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Crescent Energy Co (CRGY) was the subject of an ownership report from Dimensional Fund Advisors, which reported beneficial ownership of 18,311,297 common shares, or 5.5% of the class, as of September 30, 2026. Dimensional reported sole voting power over 18,190,184 shares and sole dispositive power over 18,311,297 shares. The report states that the shares are owned by investment funds advised or managed by Dimensional, which disclaims beneficial ownership of them. Dimensional stated that, to its knowledge, no individual fund held an interest exceeding 5% of the class.

Beneficially owned 18,311,297 shares As of September 30, 2026
Percent of class 5.5% Crescent Energy common stock
Sole voting power 18,190,184 shares Reported by Dimensional Fund Advisors
Sole dispositive power 18,311,297 shares Reported by Dimensional Fund Advisors
beneficial ownership financial
"Amount beneficially owned"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
Sole Voting Power financial
"Sole Voting Power 18,190,184.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
Sole Dispositive Power financial
"Sole Dispositive Power 18,311,297.00"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
commingled funds financial
"certain other commingled funds, group trusts and separate accounts"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many CRGY shares did Dimensional report?

Dimensional reported beneficial ownership of 18,311,297 Crescent Energy common shares, equal to 5.5% of the class as of September 30, 2026.

How much voting power did Dimensional report over CRGY?

Dimensional reported sole voting power over 18,190,184 shares and shared voting power over 0 shares.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates





44952J104

(CUSIP Number)
09/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G



Dimensional Fund Advisors LP
Signature:Selwyn Notelovitz
Name/Title:Global Chief Compliance Officer
Date:10/08/2026

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