Rise Advisors’s Crescent Energy CRGY Stock Holding History

Rise 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	-108	Closed	-$929	–	1545
2025 Q2	$929	Buy	108 +34	+46%	+$298	﹤0.01%	1296
2025 Q1	$832	Buy	+74	New	+$1.02K	﹤0.01%	1316

Other funds holding CRGY

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

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

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

Rise Advisors's CRGY Position: Q3 2025 in Review

Rise Advisors sold out of Crescent Energy (CRGY) in Q3 2025, closing a stake of 108 shares — an estimated $929 sold.

Rise Advisors first reported a position in CRGY in Q1 2025 and held it in 2 quarters. The position peaked at $929 in Q2 2025. 312 funds tracked by Wall St. Rank hold CRGY as of Q3 2025.

Rise Advisors reported no remaining Crescent Energy position as of Q3 2025 after selling out during the quarter.
Rise Advisors sold 108 Crescent Energy shares in Q3 2025, an estimated $929.
Rise Advisors first reported a position in Crescent Energy in Q1 2025 and held it in 2 quarters.
Rise Advisors's Crescent Energy position peaked at $929 in Q2 2025.
312 funds tracked by Wall St. Rank held Crescent Energy as of Q3 2025.

Based on Rise Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.