RI
CRGY icon

Ridgewood Investments’s Crescent Energy CRGY Stock Holding History

Ridgewood Investments’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
-60
Closed -$516 – 296
2025
Q2 		$516 Hold
60
– – ﹤0.01% 696
2025
Q1 		$674 Hold
60
– – ﹤0.01% 642
2024
Q4 		$877 Sell
60
-44
-42% -$597 ﹤0.01% 680
2024
Q3 		$1.14K Hold
104
– – ﹤0.01% 683
2024
Q2 		$1.23K Buy
+104
New +$1.22K ﹤0.01% 696
2023
Q3 		– Sell
-104
Closed -$1.08K – 292
2023
Q2 		$1.08K Hold
104
– – ﹤0.01% 735
2023
Q1 		$1.18K Buy
+104
New +$1.21K ﹤0.01% 730

Other funds holding CRGY

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
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 $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return

Ridgewood Investments's CRGY Position: Q3 2025 in Review

Ridgewood Investments sold out of Crescent Energy (CRGY) in Q3 2025, closing a stake of 60 shares — an estimated $516 sold.

Ridgewood Investments first reported a position in CRGY in Q1 2023 and held it in 7 quarters. The position peaked at $1.23K in Q2 2024. 312 funds tracked by Wall St. Rank hold CRGY as of Q3 2025.

  • Ridgewood Investments reported no remaining Crescent Energy position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 60 Crescent Energy shares in Q3 2025, an estimated $516.
  • Ridgewood Investments first reported a position in Crescent Energy in Q1 2023 and held it in 7 quarters.
  • Ridgewood Investments's Crescent Energy position peaked at $1.23K in Q2 2024.
  • 312 funds tracked by Wall St. Rank held Crescent Energy as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.