Ancora Advisors’s Crescent Energy CRGY Stock Holding History

Ancora Advisors’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
2025 Q2	–	Sell	-3,287	Closed	-$37K	–	1982
2025 Q1	$37K	Buy	3,287 +1,023	+45%	+$14.1K	﹤0.01%	1071
2024 Q4	$33.1K	Buy	2,264 +18	+0.8%	+$244	﹤0.01%	1111
2024 Q3	$24.6K	Buy	2,246 +24	+1%	+$274	﹤0.01%	1154
2024 Q2	$26.3K	Buy	2,222 +21	+1%	+$247	﹤0.01%	1108
2024 Q1	$26.2K	Buy	2,201 +22	+1%	+$248	﹤0.01%	1133
2023 Q4	$28.8K	Buy	2,179 +22	+1%	+$259	﹤0.01%	1089
2023 Q3	$27.3K	Buy	2,157 +20	+0.9%	+$245	﹤0.01%	1075
2023 Q2	$22.3K	Buy	2,137 +55	+3%	+$589	﹤0.01%	1108
2023 Q1	$23.6K	Hold	2,082	–	–	﹤0.01%	1093
2022 Q4	$25K	Buy	2,082 +27	+1%	+$371	﹤0.01%	1123
2022 Q3	$28K	Buy	2,055 +23	+1%	+$337	﹤0.01%	1251
2022 Q2	$25K	Buy	2,032 +32	+2%	+$533	﹤0.01%	1378
2022 Q1	$35K	Buy	+2,000	New	+$29.6K	﹤0.01%	1386

Other funds holding CRGY

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return