InceptionR’s Crescent Energy CRGY Stock Holding History

InceptionR’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	-15,522	Closed	-$133K	–	719
2025 Q2	$133K	Buy	+15,522	New	+$136K	0.03%	599

Other funds holding CRGY

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

InceptionR's CRGY Position: Q3 2025 in Review

InceptionR sold out of Crescent Energy (CRGY) in Q3 2025, closing a stake of 15,522 shares — an estimated $133K sold.

InceptionR first reported a position in CRGY in Q2 2025 and held it in 1 quarter. The position peaked at $133K in Q2 2025. 312 funds tracked by Wall St. Rank hold CRGY as of Q3 2025.

InceptionR reported no remaining Crescent Energy position as of Q3 2025 after selling out during the quarter.
InceptionR sold 15,522 Crescent Energy shares in Q3 2025, an estimated $133K.
InceptionR first reported a position in Crescent Energy in Q2 2025 and held it in 1 quarter.
InceptionR's Crescent Energy position peaked at $133K in Q2 2025.
312 funds tracked by Wall St. Rank held Crescent Energy as of Q3 2025.

Based on InceptionR's 13F filing for Q3 2025, filed 13 Nov 2025.