HSBC HOLDINGS PLC CRGY CRESCENT ENERGY COMPANY

Ownership history in HSBC HOLDINGS PLC  ·  8 quarters on record

AI Ownership Summary

HSBC HOLDINGS PLC reported CRESCENT ENERGY COMPANY (CRGY) in 8 quarterly 13F filings from 2024 Q3 through 2025 Q3. The latest visible filing shows CRGY at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CRGY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HSBC HOLDINGS PLC's position in CRESCENT ENERGY COMPANY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

CRGY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HSBC HOLDINGS PLC held CRGY — position size vs. price
% of Fund (quarterly)    CRGY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 35,669 +18,296 +105.3% 0.00% $313K 2025-11-13 $8.87
2025 Q2 REDUCED 9.7% +6.7% 17,373 -1,866 -9.7% 0.00% $151K 2025-08-13 $9.14
2025 Q1 ADDED 19,239 +337 +1.8% 0.00% $218K 2025-05-14 $8.93
2024 Q4 ADDED 18,902 +785 +4.3% 0.00% $276K 2025-02-14 $13.87
2024 Q3 REDUCED 49.2% +33.2% 18,117 -17,552 -49.2% 0.00% $200K 2024-11-14 $12.93
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About HSBC HOLDINGS PLC and CRGY

These are the practical questions this page is built to answer before you even open the full history table.

How long has HSBC HOLDINGS PLC reported owning CRGY?

HSBC HOLDINGS PLC reported CRGY across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported CRGY position in HSBC HOLDINGS PLC's portfolio?

The largest reported portfolio weight for CRGY was 0.00% in 2025 Q3.

What is the latest reported CRGY position on this page?

The most recent filing on this page is 2025 Q3, when HSBC HOLDINGS PLC reported 35,669 shares, equal to 0.00% of portfolio, with an estimated market value of $313K.

What does the chart on this CRGY ownership page compare?

The chart compares HSBC HOLDINGS PLC's quarterly CRGY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HSBC HOLDINGS PLC time their CRGY position?

Based on 13F filing dates vs. subsequent CRGY price moves, HSBC HOLDINGS PLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on CRGY relative to SPY over the holding period was -40.3%.

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