Paloma Partners’s Crescent Energy CRGY Stock Holding History

Paloma Partners’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	–	Sell	-10,000	Closed	-$146K	–	150
2024 Q4	$146K	Buy	+10,000	New	+$136K	0.01%	253

Other funds holding CRGY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

ACG

Aventail Capital Group New York $1.74B AUM 49.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Paloma Partners's CRGY Position: Q1 2025 in Review

Paloma Partners sold out of Crescent Energy (CRGY) in Q1 2025, closing a stake of 10,000 shares — an estimated $146K sold.

Paloma Partners first reported a position in CRGY in Q4 2024 and held it in 1 quarter. The position peaked at $146K in Q4 2024. 292 funds tracked by Wall St. Rank hold CRGY as of Q1 2025.

Paloma Partners reported no remaining Crescent Energy position as of Q1 2025 after selling out during the quarter.
Paloma Partners sold 10,000 Crescent Energy shares in Q1 2025, an estimated $146K.
Paloma Partners first reported a position in Crescent Energy in Q4 2024 and held it in 1 quarter.
Paloma Partners's Crescent Energy position peaked at $146K in Q4 2024.
292 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2025.

Based on Paloma Partners's 13F filing for Q1 2025, filed 15 May 2025.