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Mount Yale Investment Advisors’s Crescent Energy CRGY Stock Holding History

Mount Yale Investment Advisors’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
Q3 		– Sell
-777
Closed -$6.68K – 863
2025
Q2 		$6.68K Buy
+777
New +$6.8K ﹤0.01% 1190

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

Mount Yale Investment Advisors's CRGY Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Crescent Energy (CRGY) in Q3 2025, closing a stake of 777 shares — an estimated $6.68K sold.

Mount Yale Investment Advisors first reported a position in CRGY in Q2 2025 and held it in 1 quarter. The position peaked at $6.68K in Q2 2025. 312 funds tracked by Wall St. Rank hold CRGY as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Crescent Energy position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 777 Crescent Energy shares in Q3 2025, an estimated $6.68K.
  • Mount Yale Investment Advisors first reported a position in Crescent Energy in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Crescent Energy position peaked at $6.68K in Q2 2025.
  • 312 funds tracked by Wall St. Rank held Crescent Energy as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.