UBS Group
CRGY icon

UBS Group’s Crescent Energy CRGY Stock Holding History

UBS Group’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 		$37.2M Buy
2,757,223
+756,633
+38% +$7.93M 0.01% 1935
2025
Q4 		$16.8M Buy
2,000,590
+531,484
+36% +$4.67M ﹤0.01% 2748
2025
Q3 		$13.1M Buy
1,469,106
+36,974
+3% +$336K ﹤0.01% 3009
2025
Q2 		$12.3M Sell
1,432,132
-528,164
-27% -$4.62M ﹤0.01% 2867
2025
Q1 		$22M Buy
1,960,296
+444,093
+29% +$6.12M ﹤0.01% 2218
2024
Q4 		$22.2M Buy
1,516,203
+1,316,249
+658% +$17.9M 0.01% 2219
2024
Q3 		$2.19M Sell
199,954
-284,160
-59% -$3.25M ﹤0.01% 3897
2024
Q2 		$5.74M Buy
484,114
+325,223
+205% +$3.83M ﹤0.01% 2734
2024
Q1 		$1.89M Buy
158,891
+110,330
+227% +$1.24M ﹤0.01% 4009
2023
Q4 		$641K Sell
48,561
-61,475
-56% -$725K ﹤0.01% 4887
2023
Q3 		$1.39M Buy
110,036
+33,289
+43% +$407K ﹤0.01% 3798
2023
Q2 		$800K Sell
76,747
-1,097
-1% -$11.7K ﹤0.01% 4437
2023
Q1 		$880K Buy
77,844
+49,620
+176% +$575K ﹤0.01% 4227
2022
Q4 		$338K Buy
28,224
+14,724
+109% +$203K ﹤0.01% 5017
2022
Q3 		$182K Buy
13,500
+1,000
+8% +$14.7K ﹤0.01% 5174
2022
Q2 		$156K Sell
12,500
-19,654
-61% -$328K ﹤0.01% 5104
2022
Q1 		$557K Buy
32,154
+128
+0.4% +$1.89K ﹤0.01% 4604
2021
Q4 		$406K Buy
+32,026
New +$442K ﹤0.01% 5150

Other funds holding CRGY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return