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Atria Investments’s SM Energy SM Stock Holding History

Atria Investments’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
-15,403
Closed -$385K – 2123
2025
Q3 		$385K Sell
15,403
-69
-0.4% -$1.86K ﹤0.01% 1582
2025
Q2 		$382K Buy
15,472
+754
+5% +$18.3K ﹤0.01% 1574
2025
Q1 		$441K Buy
14,718
+1,149
+8% +$41.2K 0.01% 1420
2024
Q4 		$526K Sell
13,569
-9,347
-41% -$395K 0.01% 1299
2024
Q3 		$916K Buy
22,916
+961
+4% +$41.7K 0.01% 1015
2024
Q2 		$949K Sell
21,955
-27
-0.1% -$1.33K 0.01% 961
2024
Q1 		$1.1M Buy
+21,982
New +$899K 0.02% 914
2014
Q3 		– Sell
-30,225
Closed -$2.54M – 479
2014
Q2 		$2.54M Buy
+30,225
New +$2.32M 0.25% 73

Other funds holding SM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Atria Investments's SM Position: Q4 2025 in Review

Atria Investments sold out of SM Energy (SM) in Q4 2025, closing a stake of 15,403 shares — an estimated $385K sold.

Atria Investments first reported a position in SM in Q2 2014 and held it in 8 quarters. The position peaked at $2.54M in Q2 2014. 344 funds tracked by Wall St. Rank hold SM as of Q4 2025.

  • Atria Investments reported no remaining SM Energy position as of Q4 2025 after selling out during the quarter.
  • Atria Investments sold 15,403 SM Energy shares in Q4 2025, an estimated $385K.
  • Atria Investments first reported a position in SM Energy in Q2 2014 and held it in 8 quarters.
  • Atria Investments's SM Energy position peaked at $2.54M in Q2 2014.
  • 344 funds tracked by Wall St. Rank held SM Energy as of Q4 2025.

Based on Atria Investments's 13F filing for Q4 2025, filed 5 Feb 2026.