HWM
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Hemington Wealth Management’s Crescent Energy CRGY Stock Holding History

Hemington Wealth 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
Q3 		$1K Buy
117
+21
+22% +$191 ﹤0.01% 1415
2025
Q2 		$0 Buy
96
+40
+71% +$350 ﹤0.01% 1542
2025
Q1 		$0 Buy
56
+32
+133% +$441 ﹤0.01% 1546
2024
Q4 		$0 Buy
24
+19
+380% +$258 ﹤0.01% 1584
2024
Q3 		$0 Buy
+5
New +$57 ﹤0.01% 1528

Other funds holding CRGY

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 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
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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return

Hemington Wealth Management's CRGY Position: Q3 2025 in Review

Hemington Wealth Management increased its Crescent Energy (CRGY) stake by 22% in Q3 2025, buying an estimated $191 and bringing the position to 117 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1415.

Hemington Wealth Management first reported a position in CRGY in Q3 2024 and has held it in 5 quarters since. 312 funds tracked by Wall St. Rank hold CRGY as of Q3 2025.

  • Hemington Wealth Management held 117 shares of Crescent Energy worth $1K as of Q3 2025.
  • Hemington Wealth Management bought 21 Crescent Energy shares in Q3 2025, an estimated $191.
  • Crescent Energy made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1415 holding.
  • Hemington Wealth Management first reported a position in Crescent Energy in Q3 2024 and has held it in 5 quarters since.
  • 312 funds tracked by Wall St. Rank held Crescent Energy as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.