Atom Investors’s Crescent Energy CRGY Stock Holding History

Atom Investors’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 Q4	–	Sell	-12,458	Closed	-$111K	–	626
2025 Q3	$111K	Buy	+12,458	New	+$113K	0.01%	547
2023 Q3	–	Sell	-14,833	Closed	-$155K	–	445
2023 Q2	$155K	Sell	14,833 -1,663	-10%	-$17.8K	0.06%	259
2023 Q1	$187K	Buy	+16,496	New	+$191K	0.1%	213
2022 Q3	–	Sell	-34,984	Closed	-$437K	–	307
2022 Q2	$437K	Buy	+34,984	New	+$583K	0.19%	124

Other funds holding CRGY

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

KKRC

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Atom Investors's CRGY Position: Q4 2025 in Review

Atom Investors sold out of Crescent Energy (CRGY) in Q4 2025, closing a stake of 12,458 shares — an estimated $111K sold.

Atom Investors first reported a position in CRGY in Q2 2022 and held it in 4 quarters. The position peaked at $437K in Q2 2022. 350 funds tracked by Wall St. Rank hold CRGY as of Q4 2025.

Atom Investors reported no remaining Crescent Energy position as of Q4 2025 after selling out during the quarter.
Atom Investors sold 12,458 Crescent Energy shares in Q4 2025, an estimated $111K.
Atom Investors first reported a position in Crescent Energy in Q2 2022 and held it in 4 quarters.
Atom Investors's Crescent Energy position peaked at $437K in Q2 2022.
350 funds tracked by Wall St. Rank held Crescent Energy as of Q4 2025.

Based on Atom Investors's 13F filing for Q4 2025, filed 17 Feb 2026.