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Clearstead Trust’s Crescent Energy CRGY Stock Holding History

Clearstead Trust’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
-132
Closed -$1.18K – 1125
2025
Q3 		$1.18K Hold
132
– – ﹤0.01% 1169
2025
Q2 		$1.14K Buy
+132
New +$1.16K ﹤0.01% 1118

Other funds holding CRGY

LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $5.71B AUM 72.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clearstead Trust's CRGY Position: Q4 2025 in Review

Clearstead Trust sold out of Crescent Energy (CRGY) in Q4 2025, closing a stake of 132 shares — an estimated $1.18K sold.

Clearstead Trust first reported a position in CRGY in Q2 2025 and held it in 2 quarters. The position peaked at $1.18K in Q3 2025. 350 funds tracked by Wall St. Rank hold CRGY as of Q4 2025.

  • Clearstead Trust reported no remaining Crescent Energy position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 132 Crescent Energy shares in Q4 2025, an estimated $1.18K.
  • Clearstead Trust first reported a position in Crescent Energy in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's Crescent Energy position peaked at $1.18K in Q3 2025.
  • 350 funds tracked by Wall St. Rank held Crescent Energy as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.