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Lindbrook Capital’s Crescent Energy CRGY Stock Holding History

Lindbrook Capital’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
Q1 		$1.03K Sell
92
-73
-44% -$1.01K ﹤0.01% 2445
2024
Q4 		$2.41K Buy
165
+72
+77% +$977 ﹤0.01% 2256
2024
Q3 		$1.02K Sell
93
-156
-63% -$1.78K ﹤0.01% 2497
2024
Q2 		$2.95K Buy
249
+212
+573% +$2.49K ﹤0.01% 2224
2024
Q1 		$440 Sell
37
-262
-88% -$2.95K ﹤0.01% 2529
2023
Q4 		$3.95K Buy
299
+85
+40% +$1K ﹤0.01% 2010
2023
Q3 		$2.71K Buy
+214
New +$2.62K ﹤0.01% 2014
2023
Q2 		– Sell
-330
Closed -$3.73K – 2744
2023
Q1 		$3.73K Buy
+330
New +$3.82K ﹤0.01% 1978

Other funds holding CRGY

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
ACG
Aventail Capital Group New York $2.09B AUM 43.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lindbrook Capital's CRGY Position: Q1 2025 in Review

Lindbrook Capital reduced its Crescent Energy (CRGY) stake by 44% in Q1 2025, selling an estimated $1.01K and leaving 92 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #2445.

Lindbrook Capital first reported a position in CRGY in Q1 2023 and has held it in 8 quarters since. The position peaked at $3.95K in Q4 2023. 292 funds tracked by Wall St. Rank hold CRGY as of Q1 2025.

  • Lindbrook Capital held 92 shares of Crescent Energy worth $1.03K as of Q1 2025.
  • Lindbrook Capital sold 73 Crescent Energy shares in Q1 2025, an estimated $1.01K.
  • Crescent Energy made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2445 holding.
  • Lindbrook Capital first reported a position in Crescent Energy in Q1 2023 and has held it in 8 quarters since.
  • Lindbrook Capital's Crescent Energy position peaked at $3.95K in Q4 2023.
  • 292 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.