Welch Group’s Crescent Energy CRGY Stock Holding History

Welch 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	$653K	Hold	48,396	–	–	0.02%	153
2025 Q4	$406K	Hold	48,396	–	–	0.02%	203
2025 Q3	$432K	Hold	48,396	–	–	0.02%	185
2025 Q2	$416K	Hold	48,396	–	–	0.02%	175
2025 Q1	$539K	Hold	48,396	–	–	0.02%	138
2024 Q4	$700K	Hold	48,396	–	–	0.03%	121
2024 Q3	$530K	Hold	48,396	–	–	0.02%	142
2024 Q2	$573K	Sell	48,396 -4,876	-9%	-$57.4K	0.03%	133
2024 Q1	$634K	Hold	53,272	–	–	0.03%	112
2023 Q4	$704K	Hold	53,272	–	–	0.04%	99
2023 Q3	$673K	Hold	53,272	–	–	0.04%	95
2023 Q2	$555K	Hold	53,272	–	–	0.03%	100
2023 Q1	$603K	Hold	53,272	–	–	0.04%	99
2022 Q4	$639K	Hold	53,272	–	–	0.04%	99
2022 Q3	$718K	Buy	53,272 +45	+0.1%	+$659	0.05%	87
2022 Q2	$664K	Hold	53,227	–	–	0.04%	92
2022 Q1	$923K	Hold	53,227	–	–	0.05%	87
2021 Q4	$675K	Buy	+53,227	New	+$735K	0.04%	101

Other funds holding CRGY

BlackRock New York $5.7T 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 $761B AUM 31.28% 1-Year Est. Return