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Legacy Investment Solutions’s Crescent Energy CRGY Stock Holding History

Legacy Investment Solutions’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
Q2 		$138K Buy
+16,013
New +$140K 0.07% 94
2024
Q4 		$227K Sell
15,495
-1,220
-7% -$16.6K 0.15% 69
2024
Q3 		$231K Buy
+16,715
New +$191K 0.13% 60

Other funds holding CRGY

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

Legacy Investment Solutions's CRGY Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Crescent Energy (CRGY) in Q2 2025: 16,013 shares worth $138K. The stake represents 0.07% of the portfolio and ranks #94 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in CRGY as recently as Q4 2024.

Legacy Investment Solutions first reported a position in CRGY in Q3 2024 and has held it in 3 quarters since. The position peaked at $231K in Q3 2024. 275 funds tracked by Wall St. Rank hold CRGY as of Q2 2025.

  • Legacy Investment Solutions held 16,013 shares of Crescent Energy worth $138K as of Q2 2025.
  • Crescent Energy was a new Legacy Investment Solutions position in Q2 2025.
  • Crescent Energy made up 0.07% of Legacy Investment Solutions's portfolio in Q2 2025, its #94 holding.
  • Legacy Investment Solutions first reported a position in Crescent Energy in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Crescent Energy position peaked at $231K in Q3 2024.
  • 275 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.