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Wealthspire Advisors (New York)’s Crescent Energy CRGY Stock Holding History

Wealthspire Advisors (New York)’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
-180
Closed -$1.61K – 1427
2025
Q3 		$1.61K Buy
+180
New +$1.64K ﹤0.01% 2663

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 $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 $5.35B 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 $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 $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s CRGY Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Crescent Energy (CRGY) in Q4 2025, closing a stake of 180 shares — an estimated $1.61K sold.

Wealthspire Advisors (New York) first reported a position in CRGY in Q3 2025 and held it in 1 quarter. The position peaked at $1.61K in Q3 2025. 350 funds tracked by Wall St. Rank hold CRGY as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Crescent Energy position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 180 Crescent Energy shares in Q4 2025, an estimated $1.61K.
  • Wealthspire Advisors (New York) first reported a position in Crescent Energy in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Crescent Energy position peaked at $1.61K in Q3 2025.
  • 350 funds tracked by Wall St. Rank held Crescent Energy as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.