CWM
CRGY icon

CIBC World Markets’s Crescent Energy CRGY Stock Holding History

CIBC World Markets’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 		$131K Buy
+15,599
New +$137K ﹤0.01% 1158
2025
Q2 		$190K Sell
22,051
-14,748
-40% -$129K ﹤0.01% 1297
2025
Q1 		$414K Buy
36,799
+21,589
+142% +$297K ﹤0.01% 1097
2024
Q4 		$222K Buy
+15,210
New +$206K ﹤0.01% 1079

Other funds holding CRGY

LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIBC World Markets's CRGY Position: Q4 2025 in Review

CIBC World Markets opened a new position in Crescent Energy (CRGY) in Q4 2025: 15,599 shares worth $131K. The stake represents ﹤0.01% of the portfolio and ranks #1158 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in CRGY as recently as Q2 2025.

CIBC World Markets first reported a position in CRGY in Q4 2024 and has held it in 4 quarters since. The position peaked at $414K in Q1 2025. 350 funds tracked by Wall St. Rank hold CRGY as of Q4 2025.

  • CIBC World Markets held 15,599 shares of Crescent Energy worth $131K as of Q4 2025.
  • Crescent Energy was a new CIBC World Markets position in Q4 2025.
  • Crescent Energy made up ﹤0.01% of CIBC World Markets's portfolio in Q4 2025, its #1158 holding.
  • CIBC World Markets first reported a position in Crescent Energy in Q4 2024 and has held it in 4 quarters since.
  • CIBC World Markets's Crescent Energy position peaked at $414K in Q1 2025.
  • 350 funds tracked by Wall St. Rank held Crescent Energy as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.