Glück Conviction Score™ ⓘ
Score-Verlauf (90 Tage)
Kursverlauf (12 Monate)
Technische Indikatoren
Technical-Score basiert auf 12 Indikatoren (Trend, Momentum, Volatilität, Position) mit fixen Gewichten — wird aktuell nur informativ angezeigt und fließt nicht in den Glück Conviction Score ein. Integration nach Backtest-Kalibrierung (P5).
| Indikator | Signal | Gewicht | Wert | Detail | Beitrag |
|---|---|---|---|---|---|
| Kurs vs SMA50 | Bärisch | 10 % | 12.61 | -8.2 % vs SMA50 | |
| Kurs vs SMA200 | Bullisch | 15 % | 10.30 | +12.4 % vs SMA200 | |
| EMA20 vs EMA50 | Bärisch | 5 % | 12.08 | EMA50: 12.26 | |
| MACD-Histogramm | Bärisch | 10 % | -0.068 | Bearisch | |
| RSI(14) | Neutral | 10 % | 41.4 | Neutral (30–70) | |
| Stoch %K(14) | Bullisch | 5 % | 19.6 | Überverkauft | |
| ADX(14)+DI | Neutral | 10 % | 13.9 | +DI: 19.4 / −DI: 28.3 | |
| Z-Score(60) | Bullisch | 5 % | -1.63 | Extrem überverkauft | |
| 52W-Position | Neutral | 5 % | 62.1 % | Hoch 13.92 / Tief 7.75 | |
| Bollinger(20,2σ) | Neutral | 5 % | 26.5 % | Upper 13.78 / Mid 12.28 / Lower 10.78 | |
| LinReg-Slope(60) | Neutral | 10 % | -0.0196 | R²=0.25 / annualisiert -39.0 % |
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | Liberty Mutual Foundation Inc. | 10% Owner | Open Market Sale | -32.600.000 | 12,33 | -401.958.000,00 | -199,7% | |
| 2026-05-06 | ROWLAND MARCUS C | Director | Open Market Sale | -40.000 | 13,25 | -530.000,00 | -0,3% |
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 37.357.347 | 35.979.771 | 1.377.576 | 504.324.193 | Aufgestockt | +3,8% | |
| Liberty Mutual Group Asset Management Inc. | 36.854.746 | 36.854.746 | 0 | 497.539.071 | Unverändert | 0,0% | |
| Kohlberg Kravis Roberts & Co. L.P. | 28.655.357 | 26.758.127 | 1.897.230 | 386.847.320 | Aufgestockt | +7,1% | |
| AMERICAN CENTURY COMPANIES INC | 17.286.447 | 21.246.104 | -3.959.657 | 233.367.034 | Reduziert | -18,6% | |
| VANGUARD GROUP INC | 27.292.081 | 0 | 27.292.081 | 228.980.560 | Neu | +100,0% | |
| STATE STREET CORP | 16.085.370 | 12.808.605 | 3.276.765 | 217.152.495 | Aufgestockt | +25,6% | |
| DIMENSIONAL FUND ADVISORS LP | 13.171.033 | 12.872.215 | 298.818 | 177.810.187 | Aufgestockt | +2,3% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 11.322.415 | 0 | 11.322.415 | 152.852.603 | Neu | +100,0% | |
| Invesco Ltd. | 8.579.329 | 2.260.663 | 6.318.666 | 115.820.943 | Aufgestockt | +279,5% | |
| GOLDMAN SACHS GROUP INC | 8.310.276 | 3.562.884 | 4.747.392 | 112.188.723 | Aufgestockt | +133,2% | |
| GEODE CAPITAL MANAGEMENT, LLC | 6.098.646 | 5.592.793 | 505.853 | 82.351.857 | Aufgestockt | +9,0% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5.447.685 | 5.105.558 | 342.127 | 73.543.747 | Aufgestockt | +6,7% | |
| JENNISON ASSOCIATES LLC | 4.254.407 | 2.444.182 | 1.810.225 | 57.434.501 | Aufgestockt | +74,1% | |
| Cetera Investment Advisers | 3.341.779 | 3.178.511 | 163.268 | 45.114.010 | Aufgestockt | +5,1% | |
| MORGAN STANLEY | 3.123.574 | 5.650.795 | -2.527.221 | 42.168.267 | Reduziert | -44,7% | |
| BANK OF AMERICA CORP /DE/ | 3.056.820 | 748.849 | 2.307.971 | 41.267.071 | Aufgestockt | +308,2% | |
| PICKERING ENERGY PARTNERS LP | 2.990.321 | 2.189.194 | 801.127 | 40.454.778 | Aufgestockt | +36,6% | |
| UBS Group AG | 2.757.223 | 2.000.590 | 756.633 | 37.222.512 | Aufgestockt | +37,8% | |
| Portolan Capital Management, LLC | 2.601.142 | 39.900 | 2.561.242 | 35.115.417 | Aufgestockt | +6419,2% | |
| SEGALL BRYANT & HAMILL, LLC | 2.594.152 | 2.780.772 | -186.620 | 35.021.052 | Reduziert | -6,7% | |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 2.565.285 | 3.893.760 | -1.328.475 | 34.631.348 | Reduziert | -34,1% | |
| NORTHERN TRUST CORP | 2.339.292 | 2.112.790 | 226.502 | 31.580.444 | Aufgestockt | +10,7% | |
| MILLER VALUE PARTNERS, LLC | 2.003.132 | 0 | 2.003.132 | 27.042.282 | Neu | +100,0% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.972.431 | 1.058.906 | 913.525 | 26.627.819 | Aufgestockt | +86,3% | |
| TWO SIGMA INVESTMENTS, LP | 1.787.923 | 628.407 | 1.159.516 | 24.136.961 | Aufgestockt | +184,5% | |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1.694.249 | 2.287.315 | -593.066 | 22.872.362 | Reduziert | -25,9% | |
| D. E. Shaw & Co., Inc. | 1.675.186 | 1.659.048 | 16.138 | 22.615.011 | Aufgestockt | +1,0% | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.665.818 | 1.566.328 | 99.490 | 22.488.543 | Aufgestockt | +6,4% | |
| Kore Advisors LP | 1.586.456 | 1.552.856 | 33.600 | 21.417.156 | Aufgestockt | +2,2% | |
| Freestone Grove Partners LP | 2.523.223 | 0 | 2.523.223 | 21.169.841 | Neu | +100,0% | |
| FIRST TRUST ADVISORS LP | 1.542.176 | 1.195.934 | 346.242 | 20.819.376 | Aufgestockt | +29,0% | |
| DEUTSCHE BANK AG\ | 1.382.142 | 1.349.884 | 32.258 | 18.658.918 | Aufgestockt | +2,4% | |
| Nuveen, LLC | 1.347.574 | 510.556 | 837.018 | 18.192.249 | Aufgestockt | +163,9% | |
| Empowered Funds, LLC | 1.341.270 | 1.249.882 | 91.388 | 18.107.146 | Aufgestockt | +7,3% | |
| ArrowMark Colorado Holdings LLC | 1.340.375 | 1.593.772 | -253.397 | 18.095.063 | Reduziert | -15,9% | |
| LINDEN ADVISORS LP | 1.326.700 | 0 | 1.326.700 | 17.910.450 | Neu | +100,0% | |
| Alyeska Investment Group, L.P. | 1.295.062 | 0 | 1.295.062 | 17.483.337 | Neu | +100,0% | |
| AMERIPRISE FINANCIAL INC | 1.286.414 | 1.005.320 | 281.094 | 17.366.585 | Aufgestockt | +28,0% | |
| PRINCIPAL FINANCIAL GROUP INC | 1.181.635 | 1.151.962 | 29.673 | 15.952.073 | Aufgestockt | +2,6% | |
| BALYASNY ASSET MANAGEMENT L.P. | 1.180.702 | 3.303.260 | -2.122.558 | 15.939.477 | Reduziert | -64,3% | |
| FMR LLC | 1.178.614 | 999.016 | 179.598 | 15.911.288 | Aufgestockt | +18,0% | |
| VICTORY CAPITAL MANAGEMENT INC | 1.170.657 | 1.235.843 | -65.186 | 15.803.870 | Reduziert | -5,3% | |
| Pingora Partners LLC | 1.116.649 | 1.159.819 | -43.170 | 15.074.762 | Reduziert | -3,7% | |
| Squarepoint Ops LLC | 1.089.575 | 0 | 1.089.575 | 14.709.263 | Neu | +100,0% | |
| SUSQUEHANNA ADVISORS GROUP, INC. | 1.072.954 | 0 | 1.072.954 | 14.484.879 | Neu | +100,0% | |
| Pacer Advisors, Inc. | 1.719.755 | 0 | 1.719.755 | 14.428.744 | Neu | +100,0% | |
| CITADEL ADVISORS LLC | 954.667 | 3.585.859 | -2.631.192 | 12.888.005 | Reduziert | -73,4% | |
| BNP PARIBAS FINANCIAL MARKETS | 915.168 | 425.496 | 489.672 | 12.354.768 | Aufgestockt | +115,1% | |
| HITE Hedge Asset Management LLC | 875.200 | 2.678.232 | -1.803.032 | 11.815.200 | Reduziert | -67,3% | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 869.348 | 836.395 | 32.953 | 11.736.198 | Aufgestockt | +3,9% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) |
|---|---|---|---|---|---|
| BlackRock, Inc. | 37.357.347 | 35.979.771 | +3,8% | 504.324.193 | 13,28 |
| Liberty Mutual Group Asset Management Inc. | 36.854.746 | 36.854.746 | 0,0% | 497.539.071 | 13,11 |
| Kohlberg Kravis Roberts & Co. L.P. | 28.655.357 | 26.758.127 | +7,1% | 386.847.320 | 10,19 |
| AMERICAN CENTURY COMPANIES INC | 17.286.447 | 21.246.104 | -18,6% | 233.367.034 | 6,15 |
| STATE STREET CORP | 16.085.370 | 12.808.605 | +25,6% | 217.152.495 | 5,72 |
| DIMENSIONAL FUND ADVISORS LP | 13.171.033 | 12.872.215 | +2,3% | 177.810.187 | 4,68 |
| VANGUARD CAPITAL MANAGEMENT LLC | 11.322.415 | 0 | +100,0% | 152.852.603 | 4,03 |
| Invesco Ltd. | 8.579.329 | 2.260.663 | +279,5% | 115.820.943 | 3,05 |
| GOLDMAN SACHS GROUP INC | 8.310.276 | 3.562.884 | +133,2% | 112.188.723 | 2,96 |
| GEODE CAPITAL MANAGEMENT, LLC | 6.098.646 | 5.592.793 | +9,0% | 82.351.857 | 2,17 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5.447.685 | 5.105.558 | +6,7% | 73.543.747 | 1,94 |
| JENNISON ASSOCIATES LLC | 4.254.407 | 2.444.182 | +74,1% | 57.434.501 | 1,51 |
| Cetera Investment Advisers | 3.341.779 | 3.178.511 | +5,1% | 45.114.010 | 1,19 |
| MORGAN STANLEY | 3.123.574 | 5.650.795 | -44,7% | 42.168.267 | 1,11 |
| BANK OF AMERICA CORP /DE/ | 3.056.820 | 748.849 | +308,2% | 41.267.071 | 1,09 |
| PICKERING ENERGY PARTNERS LP | 2.990.321 | 2.189.194 | +36,6% | 40.454.778 | 1,07 |
| UBS Group AG | 2.757.223 | 2.000.590 | +37,8% | 37.222.512 | 0,98 |
| Portolan Capital Management, LLC | 2.601.142 | 39.900 | +6419,2% | 35.115.417 | 0,93 |
| SEGALL BRYANT & HAMILL, LLC | 2.594.152 | 2.780.772 | -6,7% | 35.021.052 | 0,92 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 2.565.285 | 3.893.760 | -34,1% | 34.631.348 | 0,91 |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 359 | 315,6 | 4.235 |
| 31.12.2025 | ✓ | 351 | 291,9 | 2.436 |
| 30.09.2025 | ✓ | 314 | 201,0 | 1.783 |
| 30.06.2025 | ✓ | 273 | 196,2 | 1.671 |
| 31.03.2025 | ✓ | 293 | 180,6 | 2.000 |
| 31.12.2024 | ✓ | 274 | 176,3 | 2.550 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| Woodline Partners LP | 820.228 | 6.881.713 |
| Dana Investment Advisors, Inc. | 711.272 | 5.967.572 |
| VALUEWORKS LLC | 490.083 | 4.111.796 |
| Corigliano Investment Advisers, LLC | 311.500 | 2.613.485 |
| NFJ INVESTMENT GROUP, LLC | 285.955 | 2.399.163 |
| Lombard Odier Asset Management (USA) Corp | 140.000 | 1.174.600 |
| McAlvany Wealth Management LLC | 134.699 | 1.130.123 |
| Turas Capital Management LP | 122.973 | 1.031.743 |
| DARK FOREST CAPITAL MANAGEMENT LP | 116.137 | 974.389 |
| Dynamic Technology Lab Private Ltd | 114.017 | 956.000 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Liberty Mutual Group Asset Management Inc. | 36.854.746 | 36.813.628 | +89531.7 % | 309.211.319 |
| BlackRock, Inc. | 35.979.771 | 9.487.211 | +35.8 % | 301.870.276 |
| VANGUARD GROUP INC | 27.292.081 | 7.015.982 | +34.6 % | 228.980.560 |
| BALYASNY ASSET MANAGEMENT L.P. | 3.303.260 | 2.925.780 | +775.1 % | 27.714.351 |
| STATE STREET CORP | 12.808.605 | 2.767.096 | +27.6 % | 107.464.196 |
| MORGAN STANLEY | 5.650.795 | 2.419.996 | +74.9 % | 47.410.177 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5.105.558 | 2.234.324 | +77.8 % | 42.835.632 |
| DIMENSIONAL FUND ADVISORS LP | 12.872.215 | 2.213.352 | +20.8 % | 107.998.676 |
| PICKERING ENERGY PARTNERS LP | 2.189.194 | 2.149.194 | +5373.0 % | 21.565.233 |
| CITADEL ADVISORS LLC | 3.585.859 | 2.008.863 | +127.4 % | 30.085.357 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | 753.110 | -1.409.545 | -65.2 % | 6.318.593 |
| Jump Financial, LLC | 463.604 | -546.235 | -54.1 % | 3.889.637 |
| ROYAL BANK OF CANADA | 55.577 | -541.649 | -90.7 % | 467.000 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 337.233 | -502.600 | -59.8 % | 2.829.385 |
| HITE Hedge Asset Management LLC | 2.678.232 | -476.727 | -15.1 % | 22.470.366 |
| Interval Partners, LP | 250.364 | -321.098 | -56.2 % | 2.100.554 |
| Quantbot Technologies LP | 147.379 | -305.584 | -67.5 % | 1.236.510 |
| Northside Capital Management, LLC | 71.704 | -302.500 | -80.8 % | 601.597 |
| BANK OF AMERICA CORP /DE/ | 748.849 | -301.172 | -28.7 % | 6.282.844 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.566.328 | -276.098 | -15.0 % | 13.141.494 |
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Zweck |
|---|---|---|---|---|---|---|
| 11.05.2026 | Liberty Mutual Insurance Company | Aktivist (13D/A) | 1,30 % | 4.294.411 | -13,20 pp | |
| 11.05.2026 | LMHC Massachusetts Holdings Inc. | Aktivist (13D/A) | 1,30 % | 4.294.411 | -13,20 pp | |
| 11.05.2026 | Liberty Mutual Group Inc. | Aktivist (13D/A) | 1,30 % | 4.294.411 | -13,20 pp | |
| 11.05.2026 | Liberty Mutual Holding Company Inc. | Aktivist (13D/A) | 1,30 % | 4.294.411 | -13,20 pp | |
| 11.05.2026 | Liberty Energy Holdings, LLC | Aktivist (13D/A) | 1,30 % | 4.294.411 | -13,20 pp | |
| 11.05.2026 | Liberty Mutual Foundation Inc. | Aktivist (13D/A) | 1,30 % | 4.294.411 | -13,20 pp | |
| 01.05.2026 | American Century Investment Management, Inc. | Passiv (13G/A) | 5,30 % | 17.286.447 | -2,13 pp | |
| 01.05.2026 | Stowers Institute for Medical Research | Passiv (13G/A) | 5,30 % | 17.286.447 | -2,13 pp | |
| 01.05.2026 | American Century Companies, Inc. | Passiv (13G/A) | 5,30 % | 17.286.447 | -2,13 pp | |
| 29.04.2026 | Vanguard Portfolio Management | Passiv (13G) | 5,00 % | 16.402.733 | Neu | |
| 26.03.2026 | The Vanguard Group | Passiv (13G/A) | Ausstieg | 0 | -8,12 pp | |
| 22.12.2025 | Liberty Energy Holdings, LLC | Aktivist (13D/A) | 14,50 % | 36.894.411 | 0,00 pp | Item 4 of the Schedule 13D is hereby amended and supplemented by adding the following to… |
| 22.12.2025 | LMHC Massachusetts Holdings Inc. | Aktivist (13D/A) | 14,50 % | 36.894.411 | 0,00 pp | Item 4 of the Schedule 13D is hereby amended and supplemented by adding the following to… |
| 22.12.2025 | Liberty Mutual Foundation Inc. | Aktivist (13D/A) | 14,50 % | 36.894.411 | Neu | Item 4 of the Schedule 13D is hereby amended and supplemented by adding the following to… |
| 22.12.2025 | Liberty Mutual Insurance Company | Aktivist (13D/A) | 14,50 % | 36.894.411 | 0,00 pp | Item 4 of the Schedule 13D is hereby amended and supplemented by adding the following to… |
| 22.12.2025 | Liberty Mutual Group Inc. | Aktivist (13D/A) | 14,50 % | 36.894.411 | 0,00 pp | Item 4 of the Schedule 13D is hereby amended and supplemented by adding the following to… |
| 22.12.2025 | PT Independence Energy Holdings LLC | Aktivist (13D/A) | Ausstieg | 0 | -14,50 pp | Item 4 of the Schedule 13D is hereby amended and supplemented by adding the following to… |
| 22.12.2025 | Liberty Mutual Holding Company Inc. | Aktivist (13D/A) | 14,50 % | 36.894.411 | 0,00 pp | Item 4 of the Schedule 13D is hereby amended and supplemented by adding the following to… |
| 27.08.2025 | PT Independence Energy Holdings LLC | Aktivist (13D/A) | 14,50 % | 36.894.411 | Neu | Item 4 of the Schedule 13D is hereby amended and supplemented by adding the following to… |
| 27.08.2025 | Liberty Mutual Insurance Company | Aktivist (13D/A) | 14,50 % | 36.894.411 | Neu | Item 4 of the Schedule 13D is hereby amended and supplemented by adding the following to… |
| 27.08.2025 | Liberty Mutual Holding Company Inc. | Aktivist (13D/A) | 14,50 % | 36.894.411 | Neu | Item 4 of the Schedule 13D is hereby amended and supplemented by adding the following to… |
| 27.08.2025 | LMHC Massachusetts Holdings Inc. | Aktivist (13D/A) | 14,50 % | 36.894.411 | Neu | Item 4 of the Schedule 13D is hereby amended and supplemented by adding the following to… |
| 27.08.2025 | Liberty Energy Holdings, LLC | Aktivist (13D/A) | 14,50 % | 36.894.411 | Neu | Item 4 of the Schedule 13D is hereby amended and supplemented by adding the following to… |
| 27.08.2025 | Liberty Mutual Group Inc. | Aktivist (13D/A) | 14,50 % | 36.894.411 | Neu | Item 4 of the Schedule 13D is hereby amended and supplemented by adding the following to… |
| 26.08.2025 | KKR & Co. Inc. | Aktivist (13D/A) | 10,50 % | 26.758.127 | -1,70 pp | On August 24, 2025, the Issuer entered into an Agreement and Plan of Merger (the "Merger… |
| 26.08.2025 | Independence Energy Aggregator L.P. | Aktivist (13D/A) | 10,30 % | 26.185.773 | -1,70 pp | On August 24, 2025, the Issuer entered into an Agreement and Plan of Merger (the "Merger… |
| 26.08.2025 | KKR Group Assets III GP LLC | Aktivist (13D/A) | 10,50 % | 26.758.127 | -1,70 pp | On August 24, 2025, the Issuer entered into an Agreement and Plan of Merger (the "Merger… |
| 26.08.2025 | KKR Financial Holdings LLC | Aktivist (13D/A) | 10,50 % | 26.758.127 | -1,70 pp | On August 24, 2025, the Issuer entered into an Agreement and Plan of Merger (the "Merger… |
| 26.08.2025 | KKR Management LLP | Aktivist (13D/A) | 10,50 % | 26.758.127 | -1,70 pp | On August 24, 2025, the Issuer entered into an Agreement and Plan of Merger (the "Merger… |
| 26.08.2025 | Independence Energy Aggregator GP LLC | Aktivist (13D/A) | 10,30 % | 26.185.773 | -1,70 pp | On August 24, 2025, the Issuer entered into an Agreement and Plan of Merger (the "Merger… |
| 26.08.2025 | George R. Roberts | Aktivist (13D/A) | 10,50 % | 26.758.127 | -1,70 pp | On August 24, 2025, the Issuer entered into an Agreement and Plan of Merger (the "Merger… |
| 26.08.2025 | KKR Upstream Associates LLC | Aktivist (13D/A) | 10,50 % | 26.758.127 | -1,70 pp | On August 24, 2025, the Issuer entered into an Agreement and Plan of Merger (the "Merger… |
| 26.08.2025 | Henry R. Kravis | Aktivist (13D/A) | 10,50 % | 26.758.127 | -1,70 pp | On August 24, 2025, the Issuer entered into an Agreement and Plan of Merger (the "Merger… |
| 26.08.2025 | KKR Group Holdings Corp. | Aktivist (13D/A) | 10,50 % | 26.758.127 | -1,70 pp | On August 24, 2025, the Issuer entered into an Agreement and Plan of Merger (the "Merger… |
| 26.08.2025 | KKR Group Partnership L.P. | Aktivist (13D/A) | 10,50 % | 26.758.127 | -1,70 pp | On August 24, 2025, the Issuer entered into an Agreement and Plan of Merger (the "Merger… |
| 26.08.2025 | KKR Group Assets Holdings III L.P. | Aktivist (13D/A) | 10,50 % | 26.758.127 | -1,70 pp | On August 24, 2025, the Issuer entered into an Agreement and Plan of Merger (the "Merger… |
| 26.08.2025 | KKR Group Co. Inc. | Aktivist (13D/A) | 10,50 % | 26.758.127 | -1,70 pp | On August 24, 2025, the Issuer entered into an Agreement and Plan of Merger (the "Merger… |
| 11.08.2025 | STATE STREET CORPORATION | Passiv (13G) | 3,50 % | 8.871.882 | -1,60 pp | |
| 29.07.2025 | The Vanguard Group | Passiv (13G/A) | 8,12 % | 20.731.434 | -3,16 pp | |
| 18.07.2025 | Bank of New York Mellon Corp | Passiv (13G/A) | 3,30 % | 8.520.170 | -1,70 pp |
US Congress Trades (STOCK Act)
| Datum | Mitglied | Partei | Kammer | Typ | Betrag-Bereich |
|---|---|---|---|---|---|
| 24.06.2025 | Lisa McClain | – | House | Verkauf | $1,001 – $15,000 |
| 09.06.2025 | Lisa McClain | – | House | Kauf | $1,001 – $15,000 |
Quelle: House eFD & Senate eFD (STOCK Act PTR). Betragsangaben sind Bereichsangaben — keine Exaktwerte. Tiefenanalyse für diese Aktie → · Alle Kongress-Bestände →
Stammdaten
Crescent Energy Company, ein Energieunternehmen, erkundet, entwickelt und produziert Rohöl-, Erdgas- und Erdgasflüssigkeits-(NGL-)Reserven. Das Unternehmen besitzt ein Portfolio von Öl- und Erdgasanlagen in wichtigen bewährten Lagerstätten, darunter Eagle Ford, Rockies, Barnett, Permian, Mid-Con und weitere Lagerstätten in den Vereinigten Staaten. Zum 31. Dezember 2021 verfügte es über 1.528 unerschlossene Brutto-Standorte, einschließlich 567 betriebener Brutto-Bohrstandorte; und 531,6 Netto-Millionen Barrel Ölaquivalent an nachgewiesenen Reserven. Das Unternehmen wurde 2020 gegründet und hat seinen Sitz in Houston, Texas.
Unternehmen & Branche
| Name | Crescent Energy Co |
|---|---|
| Ticker | CRGY |
| CIK | 0001866175 |
| Boerse | NYSE |
| Sektor | Energy |
| Industrie | Oil & Gas Exploration & Production |
| SIC | 1311 · Crude Petroleum & Natural Gas |
Wertpapier & Kennzahlen
| CUSIP | 44952J104 |
|---|---|
| ISIN | US44952J1043 |
| Typ | Common Stock |
| Beta | 0,97 |
Bewertung
| Ausschüttungsquote | 86,6 % |
|---|
Qualität & Bilanz
| Operative Marge | 6,4 % vs. 32,8 % (2021) ▼ |
|---|---|
| Nettomarge | 3,7 % vs. -1,3 % (2021) ▲ |
| ROIC | 2,4 % vs. -1,9 % (2021) ▲ |
| Nettoverschuldung/EBITDA | 4,0 vs. 1,1 (2021) ▲ |
| Zinsdeckungsgrad | 0,8 vs. 9,5 (2021) ▼ |
Basis: SEC-XBRL-Jahresabschluss bis 31.12.2025, Vergleich: GJ bis 2021. Kennzahlen erklärt →
Kennzahlen-Historie (5 Jahre) – Tabelle & Verlauf
| Kennzahl | 2021 | 2022 | 2023 | 2024 | 2025 | Verlauf |
|---|---|---|---|---|---|---|
| Bewertung | ||||||
| Ausschüttungsquote | – | 28,5 % | 50,5 % | – | 86,6 % | |
| Qualität & Bilanz | ||||||
| Operative Marge | 32,8 % | 42,0 % | 13,6 % | 7,5 % | 6,4 % | |
| Nettomarge | -1,3 % | 3,2 % | 2,8 % | -3,9 % | 3,7 % | |
| ROIC | -1,9 % | 7,7 % | 4,0 % | -3,7 % | 2,4 % | |
| Nettoverschuldung/EBITDA | 1,1 | 0,7 | 1,7 | 2,5 | 4,0 | |
| Zinsdeckungsgrad | 9,5 | 13,4 | 2,2 | 1,0 | 0,8 | |
Basis: SEC-XBRL-Jahresabschlüsse, Multiples je Geschäftsjahr mit Marktkapitalisierung zum Bilanzstichtag (point-in-time).
Externe Quelle:
SEC EDGAR »
Externe Links: Yahoo Finance » · OnVista »
Finanzkennzahlen (SEC XBRL) ⓘ
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2026-03-31 | 10-Q | 1.182.830.000 | -419.847.000 | 11.998.244.000 | ||
| 2025-12-31 | 10-K | 3.579.782.000 | 132.906.000 | 0,54 | 12.443.207.000 | |
| 2025-09-30 | 10-Q | 866.579.000 | -9.507.000 | -0,04 | 9.694.202.000 | |
| 2025-06-30 | 10-Q | 897.983.000 | 153.221.000 | 0,00 | 9.856.686.000 | |
| 2025-03-31 | 10-Q | 950.172.000 | -2.150.000 | -0,01 | 9.872.334.000 | |
| 2024-12-31 | 10-K | 2.930.919.000 | -114.605.000 | 0,00 | 9.160.649.000 | |
| 2024-09-30 | 10-Q | 744.874.000 | -9.945.000 | -0,07 | 9.250.429.000 | |
| 2024-06-30 | 10-Q | 653.283.000 | 37.547.000 | 0,33 | 7.480.823.000 | |
| 2024-03-31 | 10-Q | 657.473.000 | -24.168.000 | -0,25 | 6.797.917.000 | |
| 2023-12-31 | 10-K | 2.382.602.000 | 67.610.000 | 1,02 | 6.803.335.000 | |
| 2023-09-30 | 10-Q | 642.398.000 | -52.870.000 | -0,67 | 6.986.426.000 | |
| 2023-06-30 | 10-Q | 492.339.000 | 5.151.000 | 0,11 | 6.148.261.000 | |
| 2023-03-31 | 10-Q | 590.137.000 | 59.794.000 | 1,24 | 6.111.709.000 | |
| 2022-12-31 | 10-K | 3.057.065.000 | 96.674.000 | 2,20 | 6.019.849.000 | |
| 2022-09-30 | 10-Q | 864.957.000 | 118.361.000 | 6.229.594.000 | ||
| 2022-06-30 | 10-Q | 908.434.000 | 54.523.000 | 6.273.672.000 | ||
| 2022-03-31 | 10-Q | 598.910.000 | -85.000.000 | 6.174.486.000 | ||
| 2021-12-31 | 10-K | 1.476.977.000 | -19.376.000 | 5.157.462.000 | ||
| 2021-09-30 | 10-Q | 365.728.000 | 0 | |||
| 2021-06-30 | 10-Q | 330.129.000 | 0 |
Umsatz nach Segmenten & Regionen ⓘ
Geschäftssegmente
| Segment | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| Oil Reserves | 2,4 Mrd. | 2,1 Mrd. | 1,8 Mrd. | 2,0 Mrd. | 883,1 Mio. | 66,3 % | +11,4% | |
| Natural Gas Production | 673,5 Mio. | 349,9 Mio. | 371,1 Mio. | 767,0 Mio. | 354,3 Mio. | 18,8 % | +92,5% | |
| Natural Gas Liquids Reserves | 390,6 Mio. | 317,0 Mio. | 192,9 Mio. | 268,2 Mio. | 185,5 Mio. | 10,9 % | +23,2% | |
| Midstream And Other | 142,9 Mio. | 133,7 Mio. | 67,7 Mio. | 52,8 Mio. | 54,1 Mio. | 4,0 % | +6,9% |
Quartalsergebnisse (Earnings) ⓘ
| Quartal | Stichtag | Verkündet | Umsatz | EPS |
|---|---|---|---|---|
| Q1 2026 | 31.03.2026 | 04.05.2026 | 1,2 Mrd. USD | – |
| Q3 2025 | 30.09.2025 | 03.11.2025 | 866,6 Mio. USD | – |
| Q2 2025 | 30.06.2025 | 04.08.2025 | 898,0 Mio. USD | – |
| Q1 2025 | 31.03.2025 | 04.05.2026 | 950,2 Mio. USD | – |
| Q3 2024 | 30.09.2024 | 03.11.2025 | 744,9 Mio. USD | – |
| Q2 2024 | 30.06.2024 | 04.08.2025 | 653,3 Mio. USD | – |
| Q1 2024 | 31.03.2024 | 05.05.2025 | 657,5 Mio. USD | – |
| Q3 2023 | 30.09.2023 | 04.11.2024 | 642,4 Mio. USD | – |
| Q2 2023 | 30.06.2023 | 05.08.2024 | 492,3 Mio. USD | – |
Einreichungs-Historie (10-K / 10-Q)
SEC-Einreichungs-Historie der Quartalsberichte (10-Q) und Jahresberichte
(10-K) der letzten sechs Jahre. Die Spalte „Verzögerung" zeigt die
Tage zwischen Berichtsstichtag und tatsächlicher Einreichung.
Suffix /A kennzeichnet nachträgliche Berichtigungen.
| Eingereicht | Form | Berichtsperiode | Verzögerung | |
|---|---|---|---|---|
| 04.05.2026 | 10-Q | – | – | SEC » |
| 25.02.2026 | 10-K | 31.12.2025 | 56 Tage | SEC » |
| 03.11.2025 | 10-Q | 30.09.2025 | 34 Tage | SEC » |
| 04.08.2025 | 10-Q | 30.06.2025 | 35 Tage | SEC » |
| 05.05.2025 | 10-Q | 31.03.2025 | 35 Tage | SEC » |
| 26.02.2025 | 10-K | 31.12.2024 | 57 Tage | SEC » |
| 04.11.2024 | 10-Q | 30.09.2024 | 35 Tage | SEC » |
| 05.08.2024 | 10-Q | 30.06.2024 | 36 Tage | SEC » |
| 06.05.2024 | 10-Q | 31.03.2024 | 36 Tage | SEC » |
| 04.03.2024 | 10-K | 31.12.2023 | 64 Tage | SEC » |
| 06.11.2023 | 10-Q | 30.09.2023 | 37 Tage | SEC » |
| 09.08.2023 | 10-Q | 30.06.2023 | 40 Tage | SEC » |
| 10.05.2023 | 10-Q | 31.03.2023 | 40 Tage | SEC » |
| 07.03.2023 | 10-K | 31.12.2022 | 66 Tage | SEC » |
| 09.11.2022 | 10-Q | 30.09.2022 | 40 Tage | SEC » |
| 09.08.2022 | 10-Q | 30.06.2022 | 40 Tage | SEC » |
| 10.05.2022 | 10-Q | 31.03.2022 | 40 Tage | SEC » |
| 10.03.2022 | 10-K | 31.12.2021 | 69 Tage | SEC » |
Kritische 8-K Meldungen ⓘ
| Datum | Meldung | Schwere | Filing | Auszug |
|---|---|---|---|---|
| 15.12.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | by reference into this Item 2.03. Item 5.02. Departure of Directors or Certain Officers; Election of Directors… |
| 02.08.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | s incorporated by reference into this Item 2.03. Item 5.02 Departure of Directors or Certain Officers; Election of… |
| 12.05.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | as Exhibit 10.1 and is incorporated into this Item 5.02 by reference. Election of Directors On May 10, 2023… |
| 25.05.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 is incorporated by reference into this Item 5.07. 2 SIGNATURE Pursuant to the requirements of the Securities… |
| 08.12.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 by reference. Item 5.03. Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year. Amendment… |
Fail-to-Deliver (6 Monate) ⓘ
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-05-13 | 2.606 | 12,72 | 33.148 |
| 2026-05-08 | 172.303 | 12,44 | 2.143.449 |
| 2026-04-23 | 1.403 | 12,63 | 17.720 |
| 2026-04-21 | 55.444 | 11,98 | 664.219 |
| 2026-04-20 | 3 | 11,81 | 35 |
| 2026-04-17 | 24.464 | 12,63 | 308.980 |
| 2026-04-14 | 26.579 | 12,76 | 339.148 |
| 2026-04-10 | 80.660 | 12,65 | 1.020.349 |
| 2026-04-07 | 1.209 | 13,50 | 16.322 |
| 2026-04-06 | 1.209 | 13,44 | 16.249 |
| 2026-04-01 | 831 | 13,50 | 11.219 |
| 2026-03-31 | 13.580 | 13,54 | 183.873 |
| 2026-03-30 | 13.580 | 13,70 | 186.046 |
| 2026-03-26 | 144.467 | 13,48 | 1.947.415 |
| 2026-03-25 | 431 | 13,08 | 5.637 |
| 2026-03-23 | 3.241 | 12,67 | 41.063 |
| 2026-03-18 | 3.265 | 12,15 | 39.670 |
| 2026-03-17 | 3.347 | 11,80 | 39.495 |
| 2026-03-11 | 89.631 | 11,83 | 1.060.335 |
| 2026-03-10 | 546.541 | 11,96 | 6.536.630 |
| 2026-03-05 | 476.889 | 11,51 | 5.488.992 |
| 2026-03-04 | 45.443 | 11,24 | 510.779 |
| 2026-02-23 | 1.881 | 10,71 | 20.146 |
| 2026-02-12 | 15.687 | 10,55 | 165.498 |
| 2026-02-03 | 2.366 | 9,43 | 22.311 |
| 2026-01-23 | 770 | 8,53 | 6.568 |
| 2026-01-15 | 4.221 | 8,50 | 35.879 |
| 2026-01-13 | 513 | 8,12 | 4.166 |
| 2026-01-12 | 1.613 | 8,12 | 13.098 |
| 2026-01-08 | 553 | 7,75 | 4.286 |
| 2026-01-05 | 33.778 | 8,51 | 287.451 |
| 2025-12-30 | 783 | 8,34 | 6.530 |
| 2025-12-18 | 16 | 8,50 | 136 |
| 2025-12-16 | 2 | 8,92 | 18 |
| 2025-12-15 | 713.525 | 9,40 | 6.707.135 |
Hinweis
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