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Cornercap Investment Counsel’s SM Energy SM Stock Holding History

Cornercap Investment Counsel’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
-11,461
Closed -$444K – 398
2024
Q4 		$444K Hold
11,461
– – 0.14% 246
2024
Q3 		$458K Buy
+11,461
New +$497K 0.14% 279
2022
Q4 		– Sell
-20,094
Closed -$756K – 640
2022
Q3 		$756K Sell
20,094
-6,030
-23% -$237K 0.14% 311
2022
Q2 		$893K Hold
26,124
– – 0.15% 285
2022
Q1 		$1.02M Buy
+26,124
New +$941K 0.11% 304
2017
Q1 		– Sell
-17,715
Closed -$611K – 384
2016
Q4 		$611K Buy
+17,715
New +$640K 0.11% 233

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

Cornercap Investment Counsel's SM Position: Q1 2025 in Review

Cornercap Investment Counsel sold out of SM Energy (SM) in Q1 2025, closing a stake of 11,461 shares — an estimated $444K sold.

Cornercap Investment Counsel first reported a position in SM in Q4 2016 and held it in 6 quarters. The position peaked at $1.02M in Q1 2022. 404 funds tracked by Wall St. Rank hold SM as of Q1 2025.

  • Cornercap Investment Counsel reported no remaining SM Energy position as of Q1 2025 after selling out during the quarter.
  • Cornercap Investment Counsel sold 11,461 SM Energy shares in Q1 2025, an estimated $444K.
  • Cornercap Investment Counsel first reported a position in SM Energy in Q4 2016 and held it in 6 quarters.
  • Cornercap Investment Counsel's SM Energy position peaked at $1.02M in Q1 2022.
  • 404 funds tracked by Wall St. Rank held SM Energy as of Q1 2025.

Based on Cornercap Investment Counsel's 13F filing for Q1 2025, filed 2 May 2025.