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Spirit of America Management Corp’s Crescent Energy CRGY Stock Holding History

Spirit of America Management Corp’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
-3,000
Closed -$25.8K – 312
2025
Q2 		$25.8K Hold
3,000
– – 0.01% 306
2025
Q1 		$33.7K Hold
3,000
– – 0.01% 303
2024
Q4 		$43.8K Hold
3,000
– – 0.01% 293
2024
Q3 		$32.9K Hold
3,000
– – 0.01% 300
2024
Q2 		$35.5K Buy
+3,000
New +$35.3K 0.01% 298

Other funds holding CRGY

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 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 $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 $3.37T AUM 44.26% 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 $1.61T 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

Spirit of America Management Corp's CRGY Position: Q3 2025 in Review

Spirit of America Management Corp sold out of Crescent Energy (CRGY) in Q3 2025, closing a stake of 3,000 shares — an estimated $25.8K sold.

Spirit of America Management Corp first reported a position in CRGY in Q2 2024 and held it in 5 quarters. The position peaked at $43.8K in Q4 2024. 312 funds tracked by Wall St. Rank hold CRGY as of Q3 2025.

  • Spirit of America Management Corp reported no remaining Crescent Energy position as of Q3 2025 after selling out during the quarter.
  • Spirit of America Management Corp sold 3,000 Crescent Energy shares in Q3 2025, an estimated $25.8K.
  • Spirit of America Management Corp first reported a position in Crescent Energy in Q2 2024 and held it in 5 quarters.
  • Spirit of America Management Corp's Crescent Energy position peaked at $43.8K in Q4 2024.
  • 312 funds tracked by Wall St. Rank held Crescent Energy as of Q3 2025.

Based on Spirit of America Management Corp's 13F filing for Q3 2025, filed 15 Oct 2025.