HWMO
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Heritage Wealth Management (Ohio)’s Crescent Energy CRGY Stock Holding History

Heritage Wealth Management (Ohio)’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
2026
Q1 		– Sell
-11,600
Closed -$97.3K – 169
2025
Q4 		$97.3K Buy
+11,600
New +$102K 0.03% 258
2025
Q3 		– Sell
-10,600
Closed -$91.2K – 250
2025
Q2 		$91.2K Sell
10,600
-95,825
-90% -$839K 0.03% 238
2025
Q1 		$1.2M Sell
106,425
-5,050
-5% -$69.6K 0.41% 63
2024
Q4 		$1.63M Buy
111,475
+2,775
+3% +$37.6K 0.54% 41
2024
Q3 		$1.19M Sell
108,700
-15,150
-12% -$173K 0.39% 68
2024
Q2 		$1.51M Buy
+123,850
New +$1.46M 0.51% 49

Other funds holding CRGY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return