Stifel Financial

Stifel Financial’s Crescent Energy CRGY Stock Holding History

Stifel Financial’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	$153K	Sell	11,305 -34,155	-75%	-$358K	﹤0.01%	3493
2025 Q4	$381K	Buy	45,460 +35,271	+346%	+$310K	﹤0.01%	3007
2025 Q3	$90.9K	Buy	+10,189	New	+$92.6K	﹤0.01%	3454
2025 Q2	–	Sell	-46,036	Closed	-$517K	–	3491
2025 Q1	$517K	Sell	46,036 -1,393	-3%	-$19.2K	﹤0.01%	2659
2024 Q4	$693K	Buy	47,429 +101	+0.2%	+$1.37K	﹤0.01%	2486
2024 Q3	$518K	Sell	47,328 -14,031	-23%	-$160K	﹤0.01%	2661
2024 Q2	$727K	Sell	61,359 -3,377	-5%	-$39.7K	﹤0.01%	2381
2024 Q1	$770K	Sell	64,736 -14,309	-18%	-$161K	﹤0.01%	2348
2023 Q4	$1.04M	Sell	79,045 -4,905	-6%	-$57.8K	﹤0.01%	2118
2023 Q3	$1.06M	Buy	83,950 +2,973	+4%	+$36.4K	﹤0.01%	2012
2023 Q2	$844K	Buy	80,977 +51,283	+173%	+$549K	﹤0.01%	2187
2023 Q1	$336K	Buy	+29,694	New	+$344K	﹤0.01%	2739

Other funds holding CRGY

BlackRock New York $5.72T 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 $871B AUM 31.28% 1-Year Est. Return