SignatureFD’s Crescent Energy CRGY Stock Holding History

SignatureFD’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	$254K	Sell	18,828 -858	-4%	-$8.99K	﹤0.01%	878
2025 Q4	$165K	Buy	19,686 +11,437	+139%	+$100K	﹤0.01%	1071
2025 Q3	$73.6K	Buy	8,249 +36	+0.4%	+$327	﹤0.01%	1439
2025 Q2	$70.6K	Buy	8,213 +246	+3%	+$2.15K	﹤0.01%	1407
2025 Q1	$89.5K	Sell	7,967 -302	-4%	-$4.16K	﹤0.01%	1269
2024 Q4	$121K	Hold	8,269	–	–	﹤0.01%	1140
2024 Q3	$90.5K	Buy	8,269 +564	+7%	+$6.44K	﹤0.01%	1264
2024 Q2	$91.3K	Sell	7,705 -32	-0.4%	-$376	﹤0.01%	1209
2024 Q1	$92.1K	Sell	7,737 -147	-2%	-$1.66K	﹤0.01%	1237
2023 Q4	$104K	Buy	7,884 +499	+7%	+$5.88K	﹤0.01%	1082
2023 Q3	$93.3K	Sell	7,385 -111	-1%	-$1.36K	﹤0.01%	1095
2023 Q2	$78.1K	Sell	7,496 -709	-9%	-$7.59K	﹤0.01%	1191
2023 Q1	$92.8K	Buy	8,205 +533	+7%	+$6.17K	﹤0.01%	1077
2022 Q4	$92K	Buy	7,672 +446	+6%	+$6.14K	﹤0.01%	1052
2022 Q3	$97K	Hold	7,226	–	–	﹤0.01%	962
2022 Q2	$90K	Hold	7,226	–	–	﹤0.01%	1021
2022 Q1	$125K	Buy	+7,226	New	+$107K	﹤0.01%	934

Other funds holding CRGY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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