Caitlin John’s Crescent Energy CRGY Stock Holding History

Caitlin John’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	-3,000	Closed	-$26.8K	–	937
2025 Q3	$26.8K	Buy	+3,000	New	+$27.3K	0.02%	358

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

Caitlin John's CRGY Position: Q4 2025 in Review

Caitlin John sold out of Crescent Energy (CRGY) in Q4 2025, closing a stake of 3,000 shares — an estimated $26.8K sold.

Caitlin John first reported a position in CRGY in Q3 2025 and held it in 1 quarter. The position peaked at $26.8K in Q3 2025. 350 funds tracked by Wall St. Rank hold CRGY as of Q4 2025.

Caitlin John reported no remaining Crescent Energy position as of Q4 2025 after selling out during the quarter.
Caitlin John sold 3,000 Crescent Energy shares in Q4 2025, an estimated $26.8K.
Caitlin John first reported a position in Crescent Energy in Q3 2025 and held it in 1 quarter.
Caitlin John's Crescent Energy position peaked at $26.8K in Q3 2025.
350 funds tracked by Wall St. Rank held Crescent Energy as of Q4 2025.

Based on Caitlin John's 13F filing for Q4 2025, filed 18 Feb 2026.