MWM
CRGY icon

MorganRosel Wealth Management’s Crescent Energy CRGY Stock Holding History

MorganRosel Wealth Management’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 		– Sell
-67,934
Closed -$570K – 107
2025
Q4 		$570K Hold
67,934
– – 0.14% 84
2025
Q3 		$606K Hold
67,934
– – 0.16% 85
2025
Q2 		$584K Buy
67,934
+14,311
+27% +$125K 0.16% 83
2025
Q1 		$603K Hold
53,623
– – 0.18% 72
2024
Q4 		$783K Buy
+53,623
New +$727K 0.26% 70
2022
Q4 		– Sell
-33,064
Closed -$445K – 95
2022
Q3 		$445K Hold
33,064
– – 0.22% 72
2022
Q2 		$413K Hold
33,064
– – 0.22% 76
2022
Q1 		$573K Buy
+33,064
New +$489K 0.28% 63

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 $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return