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Connors Investor Services’s SM Energy SM Stock Holding History

Connors Investor Services’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
-53,952
Closed -$1.35M – 163
2025
Q3 		$1.35M Sell
53,952
-1,607
-3% -$43.3K 0.11% 91
2025
Q2 		$1.37M Sell
55,559
-7
-0% -$169 0.12% 94
2025
Q1 		$1.66M Sell
55,566
-607
-1% -$21.8K 0.17% 89
2024
Q4 		$2.18M Sell
56,173
-1,266
-2% -$53.5K 0.2% 88
2024
Q3 		$2.3M Sell
57,439
-1,965
-3% -$85.2K 0.22% 84
2024
Q2 		$2.57M Sell
59,404
-2,312
-4% -$114K 0.27% 68
2024
Q1 		$3.08M Sell
61,716
-23,988
-28% -$981K 0.32% 60
2023
Q4 		$3.32M Buy
85,704
+1,211
+1% +$46.7K 0.37% 59
2023
Q3 		$3.35M Buy
84,493
+198
+0.2% +$7.51K 0.41% 57
2023
Q2 		$2.67M Buy
+84,295
New +$2.38M 0.3% 75

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 $3.37T AUM 44.26% 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

Connors Investor Services's SM Position: Q4 2025 in Review

Connors Investor Services sold out of SM Energy (SM) in Q4 2025, closing a stake of 53,952 shares — an estimated $1.35M sold.

Connors Investor Services first reported a position in SM in Q2 2023 and held it in 10 quarters. The position peaked at $3.35M in Q3 2023. 344 funds tracked by Wall St. Rank hold SM as of Q4 2025.

  • Connors Investor Services reported no remaining SM Energy position as of Q4 2025 after selling out during the quarter.
  • Connors Investor Services sold 53,952 SM Energy shares in Q4 2025, an estimated $1.35M.
  • Connors Investor Services first reported a position in SM Energy in Q2 2023 and held it in 10 quarters.
  • Connors Investor Services's SM Energy position peaked at $3.35M in Q3 2023.
  • 344 funds tracked by Wall St. Rank held SM Energy as of Q4 2025.

Based on Connors Investor Services's 13F filing for Q4 2025, filed 9 Feb 2026.