IFP Advisors’s Crescent Energy CRGY Stock Holding History

IFP Advisors’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	$5.4K	Sell	400 -103	-20%	-$1.08K	﹤0.01%	3474
2025 Q4	$4.22K	Sell	503 -150	-23%	-$1.32K	﹤0.01%	3503
2025 Q3	$5.83K	Sell	653 -22	-3%	-$200	﹤0.01%	3159
2025 Q2	$5.8K	Buy	675 +275	+69%	+$2.41K	﹤0.01%	3266
2025 Q1	$4.5K	Buy	400 +6	+2%	+$83	﹤0.01%	2883
2024 Q4	$5.93K	Sell	394 -6	-2%	-$81	﹤0.01%	2728
2024 Q3	$4.38K	Hold	400	–	–	﹤0.01%	2706
2024 Q2	$4.74K	Hold	400	–	–	﹤0.01%	2576
2024 Q1	$4.76K	Hold	400	–	–	﹤0.01%	2466
2023 Q4	$5.28K	Hold	400	–	–	﹤0.01%	2406
2023 Q3	$5.06K	Hold	400	–	–	﹤0.01%	2498
2023 Q2	$4.17K	Hold	400	–	–	﹤0.01%	2607
2023 Q1	$4.72K	Buy	+400	New	+$4.63K	﹤0.01%	2592

Other funds holding CRGY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return