JIC
CRGY icon

Johnson Investment Counsel’s Crescent Energy CRGY Stock Holding History

Johnson Investment Counsel’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
Q4 		– Sell
-15,842
Closed -$141K – 812
2025
Q3 		$141K Hold
15,842
– – ﹤0.01% 812
2025
Q2 		$136K Buy
15,842
+2,620
+20% +$22.9K ﹤0.01% 793
2025
Q1 		$149K Hold
13,222
– – ﹤0.01% 778
2024
Q4 		$193K Buy
+13,222
New +$179K ﹤0.01% 763

Other funds holding CRGY

LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 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
KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Johnson Investment Counsel's CRGY Position: Q4 2025 in Review

Johnson Investment Counsel sold out of Crescent Energy (CRGY) in Q4 2025, closing a stake of 15,842 shares — an estimated $141K sold.

Johnson Investment Counsel first reported a position in CRGY in Q4 2024 and held it in 4 quarters. The position peaked at $193K in Q4 2024. 350 funds tracked by Wall St. Rank hold CRGY as of Q4 2025.

  • Johnson Investment Counsel reported no remaining Crescent Energy position as of Q4 2025 after selling out during the quarter.
  • Johnson Investment Counsel sold 15,842 Crescent Energy shares in Q4 2025, an estimated $141K.
  • Johnson Investment Counsel first reported a position in Crescent Energy in Q4 2024 and held it in 4 quarters.
  • Johnson Investment Counsel's Crescent Energy position peaked at $193K in Q4 2024.
  • 350 funds tracked by Wall St. Rank held Crescent Energy as of Q4 2025.

Based on Johnson Investment Counsel's 13F filing for Q4 2025, filed 13 Feb 2026.