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GW&K Investment Management’s Crescent Energy CRGY Stock Holding History

GW&K Investment Management’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
Q2 		– Sell
-153,362
Closed -$1.72M – 999
2025
Q1 		$1.72M Sell
153,362
-4,028
-3% -$55.5K 0.02% 315
2024
Q4 		$2.3M Sell
157,390
-10,870
-6% -$147K 0.02% 311
2024
Q3 		$1.84M Sell
168,260
-3,895
-2% -$44.5K 0.02% 311
2024
Q2 		$2.04M Sell
172,155
-9,420
-5% -$111K 0.02% 309
2024
Q1 		$2.16M Sell
181,575
-7,260
-4% -$81.8K 0.02% 306
2023
Q4 		$2.5M Sell
188,835
-4,205
-2% -$49.6K 0.02% 294
2023
Q3 		$2.44M Sell
193,040
-3,240
-2% -$39.7K 0.02% 301
2023
Q2 		$2.04M Buy
+196,280
New +$2.1M 0.02% 311

Other funds holding CRGY

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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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return