JOHNSON INVESTMENT COUNSEL INC CRGY — CRESCENT ENERGY COMPANY

Ownership history in JOHNSON INVESTMENT COUNSEL INC  ·  4 quarters on record

AI Ownership Summary

JOHNSON INVESTMENT COUNSEL INC reported CRESCENT ENERGY COMPANY (CRGY) in 4 quarterly 13F filings from 2024 Q4 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.

What this CRGY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JOHNSON INVESTMENT COUNSEL INC'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 2024 Q4

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

Time in book
Holding Window
2024 Q4 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 JOHNSON INVESTMENT COUNSEL INC 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 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED — — — 15,842 — 0% 0.00% $141K 2025-11-06 $8.13
2025 Q2 ADDED — — — 15,842 +2,620 +19.8% 0.00% $136K 2025-07-25 $8.71
2025 Q1 UNCHANGED — — — 13,222 — 0% 0.00% $149K 2025-04-21 $7.57
2024 Q4 INITIATED — — — 13,222 — — 0.00% $193K 2025-02-07 $13.54

FAQ About JOHNSON INVESTMENT COUNSEL INC and CRGY

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

How long has JOHNSON INVESTMENT COUNSEL INC reported owning CRGY?

JOHNSON INVESTMENT COUNSEL INC reported CRGY across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported CRGY position in JOHNSON INVESTMENT COUNSEL INC's portfolio?

The largest reported portfolio weight for CRGY was 0.00% in 2024 Q4.

What is the latest reported CRGY position on this page?

The most recent filing on this page is 2025 Q3, when JOHNSON INVESTMENT COUNSEL INC reported 15,842 shares, equal to 0.00% of portfolio, with an estimated market value of $141K.

What does the chart on this CRGY ownership page compare?

The chart compares JOHNSON INVESTMENT COUNSEL INC'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.

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