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TFC Financial Management’s Crescent Energy CRGY Stock Holding History

TFC Financial Management’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
Q4 		– Sell
-1
Closed -$9 – 984
2025
Q3 		$9 Hold
1
– – ﹤0.01% 994
2025
Q2 		$9 Hold
1
– – ﹤0.01% 972
2025
Q1 		$12 Hold
1
– – ﹤0.01% 951
2024
Q4 		$15 Hold
1
– – ﹤0.01% 966
2024
Q3 		$11 Buy
+1
New +$11 ﹤0.01% 998

Other funds holding CRGY

LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KKRC
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TFC Financial Management's CRGY Position: Q4 2025 in Review

TFC Financial Management sold out of Crescent Energy (CRGY) in Q4 2025, closing a stake of 1 share — an estimated $9 sold.

TFC Financial Management first reported a position in CRGY in Q3 2024 and held it in 5 quarters. The position peaked at $15 in Q4 2024. 350 funds tracked by Wall St. Rank hold CRGY as of Q4 2025.

  • TFC Financial Management reported no remaining Crescent Energy position as of Q4 2025 after selling out during the quarter.
  • TFC Financial Management sold 1 Crescent Energy share in Q4 2025, an estimated $9.
  • TFC Financial Management first reported a position in Crescent Energy in Q3 2024 and held it in 5 quarters.
  • TFC Financial Management's Crescent Energy position peaked at $15 in Q4 2024.
  • 350 funds tracked by Wall St. Rank held Crescent Energy as of Q4 2025.

Based on TFC Financial Management's 13F filing for Q4 2025, filed 23 Jan 2026.