CCMG
SM icon

Clark Capital Management Group’s SM Energy SM Stock Holding History

Clark Capital Management Group’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
Q1 		– Sell
-624,869
Closed -$24.2M – 471
2024
Q4 		$24.2M Sell
624,869
-175,164
-22% -$7.4M 0.17% 141
2024
Q3 		$32M Sell
800,033
-115,789
-13% -$5.02M 0.22% 130
2024
Q2 		$39.6M Buy
915,822
+325,699
+55% +$16M 0.29% 100
2024
Q1 		$29.4M Buy
590,123
+543,623
+1,169% +$22.2M 0.22% 138
2023
Q4 		$1.8M Buy
46,500
+18,547
+66% +$715K 0.01% 242
2023
Q3 		$1.11M Buy
+27,953
New +$1.06M 0.01% 255

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Clark Capital Management Group's SM Position: Q1 2025 in Review

Clark Capital Management Group sold out of SM Energy (SM) in Q1 2025, closing a stake of 624,869 shares — an estimated $24.2M sold.

Clark Capital Management Group first reported a position in SM in Q3 2023 and held it in 6 quarters. The position peaked at $39.6M in Q2 2024. 404 funds tracked by Wall St. Rank hold SM as of Q1 2025.

  • Clark Capital Management Group reported no remaining SM Energy position as of Q1 2025 after selling out during the quarter.
  • Clark Capital Management Group sold 624,869 SM Energy shares in Q1 2025, an estimated $24.2M.
  • Clark Capital Management Group first reported a position in SM Energy in Q3 2023 and held it in 6 quarters.
  • Clark Capital Management Group's SM Energy position peaked at $39.6M in Q2 2024.
  • 404 funds tracked by Wall St. Rank held SM Energy as of Q1 2025.

Based on Clark Capital Management Group's 13F filing for Q1 2025, filed 15 May 2025.