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VestGen Advisors’s Crescent Energy CRGY Stock Holding History

VestGen Advisors’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
-16,600
Closed -$148K – 772
2025
Q3 		$148K Buy
16,600
+300
+2% +$2.73K ﹤0.01% 689
2025
Q2 		$140K Hold
16,300
– – 0.01% 574
2025
Q1 		$183K Buy
+16,300
New +$225K 0.01% 540

Other funds holding CRGY

LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 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
KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VestGen Advisors's CRGY Position: Q4 2025 in Review

VestGen Advisors sold out of Crescent Energy (CRGY) in Q4 2025, closing a stake of 16,600 shares — an estimated $148K sold.

VestGen Advisors first reported a position in CRGY in Q1 2025 and held it in 3 quarters. The position peaked at $183K in Q1 2025. 350 funds tracked by Wall St. Rank hold CRGY as of Q4 2025.

  • VestGen Advisors reported no remaining Crescent Energy position as of Q4 2025 after selling out during the quarter.
  • VestGen Advisors sold 16,600 Crescent Energy shares in Q4 2025, an estimated $148K.
  • VestGen Advisors first reported a position in Crescent Energy in Q1 2025 and held it in 3 quarters.
  • VestGen Advisors's Crescent Energy position peaked at $183K in Q1 2025.
  • 350 funds tracked by Wall St. Rank held Crescent Energy as of Q4 2025.

Based on VestGen Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.