AWA
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Arete Wealth Advisors’s SM Energy SM Stock Holding History

Arete Wealth Advisors’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9,660
Closed -$241K – 818
2025
Q3 		$241K Buy
+9,660
New +$261K 0.02% 677
2015
Q1 		– Sell
-47,041
Closed -$1.81M – 162
2014
Q4 		$1.81M Buy
+47,041
New +$2.36M 1.28% 12

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Arete Wealth Advisors's SM Position: Q4 2025 in Review

Arete Wealth Advisors sold out of SM Energy (SM) in Q4 2025, closing a stake of 9,660 shares — an estimated $241K sold.

Arete Wealth Advisors first reported a position in SM in Q4 2014 and held it in 2 quarters. The position peaked at $1.81M in Q4 2014. 344 funds tracked by Wall St. Rank hold SM as of Q4 2025.

  • Arete Wealth Advisors reported no remaining SM Energy position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 9,660 SM Energy shares in Q4 2025, an estimated $241K.
  • Arete Wealth Advisors first reported a position in SM Energy in Q4 2014 and held it in 2 quarters.
  • Arete Wealth Advisors's SM Energy position peaked at $1.81M in Q4 2014.
  • 344 funds tracked by Wall St. Rank held SM Energy as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.