Wellington Management Group
CRGY icon

Wellington Management Group’s Crescent Energy CRGY Stock Holding History

Wellington Management 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 		$146K Hold
10,845
– – ﹤0.01% 1853
2025
Q4 		$91K Buy
+10,845
New +$95.2K ﹤0.01% 1906
2025
Q1 		– Sell
-1,034,189
Closed -$15.1M – 1962
2024
Q4 		$15.1M Sell
1,034,189
-963,260
-48% -$13.1M ﹤0.01% 1064
2024
Q3 		$21.9M Buy
+1,997,449
New +$22.8M ﹤0.01% 928

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