LPL Financial
CRGY icon

LPL Financial’s Crescent Energy CRGY Stock Holding History

LPL Financial’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 		$961K Sell
71,209
-3,195
-4% -$33.5K ﹤0.01% 4219
2025
Q4 		$624K Buy
74,404
+38,631
+108% +$339K ﹤0.01% 4515
2025
Q3 		$319K Buy
35,773
+6,058
+20% +$55K ﹤0.01% 5004
2025
Q2 		$256K Sell
29,715
-13,225
-31% -$116K ﹤0.01% 4897
2025
Q1 		$483K Sell
42,940
-47,278
-52% -$651K ﹤0.01% 4208
2024
Q4 		$1.32M Buy
90,218
+70,568
+359% +$957K ﹤0.01% 3251
2024
Q3 		$215K Buy
+19,650
New +$224K ﹤0.01% 4678
2024
Q2 		– Sell
-11,387
Closed -$136K – 5042
2024
Q1 		$136K Sell
11,387
-10,595
-48% -$119K ﹤0.01% 4611
2023
Q4 		$290K Buy
21,982
+3,709
+20% +$43.7K ﹤0.01% 4114
2023
Q3 		$231K Buy
18,273
+2,670
+17% +$32.7K ﹤0.01% 4126
2023
Q2 		$163K Sell
15,603
-1,152
-7% -$12.3K ﹤0.01% 4214
2023
Q1 		$189K Sell
16,755
-487
-3% -$5.64K ﹤0.01% 4063
2022
Q4 		$207K Buy
17,242
+628
+4% +$8.64K ﹤0.01% 3955
2022
Q3 		$224K Buy
16,614
+846
+5% +$12.4K ﹤0.01% 3836
2022
Q2 		$197K Buy
+15,768
New +$263K ﹤0.01% 3956

Other funds holding CRGY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
KKRC
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return