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Cornerstone Planning Group’s Crescent Energy CRGY Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-300
Closed -$2.81K – 1714
2025
Q2 		$2.81K Buy
+300
New +$2.63K ﹤0.01% 863

Other funds holding CRGY

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

Cornerstone Planning Group's CRGY Position: Q3 2025 in Review

Cornerstone Planning Group sold out of Crescent Energy (CRGY) in Q3 2025, closing a stake of 300 shares — an estimated $2.81K sold.

Cornerstone Planning Group first reported a position in CRGY in Q2 2025 and held it in 1 quarter. The position peaked at $2.81K in Q2 2025. 312 funds tracked by Wall St. Rank hold CRGY as of Q3 2025.

  • Cornerstone Planning Group reported no remaining Crescent Energy position as of Q3 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 300 Crescent Energy shares in Q3 2025, an estimated $2.81K.
  • Cornerstone Planning Group first reported a position in Crescent Energy in Q2 2025 and held it in 1 quarter.
  • Cornerstone Planning Group's Crescent Energy position peaked at $2.81K in Q2 2025.
  • 312 funds tracked by Wall St. Rank held Crescent Energy as of Q3 2025.

Based on Cornerstone Planning Group's 13F filing for Q3 2025, filed 4 Nov 2025.