Clearstead Trust’s SM Energy SM Stock Holding History

Clearstead Trust’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	-37	Closed	-$924	–	1468
2025 Q3	$924	Hold	37	–	–	﹤0.01%	1233
2025 Q2	$915	Buy	+37	New	+$896	﹤0.01%	1192

Other funds holding SM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Clearstead Trust's SM Position: Q4 2025 in Review

Clearstead Trust sold out of SM Energy (SM) in Q4 2025, closing a stake of 37 shares — an estimated $924 sold.

Clearstead Trust first reported a position in SM in Q2 2025 and held it in 2 quarters. The position peaked at $924 in Q3 2025. 344 funds tracked by Wall St. Rank hold SM as of Q4 2025.

Clearstead Trust reported no remaining SM Energy position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 37 SM Energy shares in Q4 2025, an estimated $924.
Clearstead Trust first reported a position in SM Energy in Q2 2025 and held it in 2 quarters.
Clearstead Trust's SM Energy position peaked at $924 in Q3 2025.
344 funds tracked by Wall St. Rank held SM Energy as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.