CI
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CX Institutional’s SM Energy SM Stock Holding History

CX Institutional’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
-275
Closed -$7K – 1585
2025
Q3 		$7K Hold
275
– – ﹤0.01% 1239
2025
Q2 		$7K Sell
275
-4,055
-94% -$98.2K ﹤0.01% 1082
2025
Q1 		$130K Sell
4,330
-16,315
-79% -$585K ﹤0.01% 701
2024
Q4 		$800K Sell
20,645
-3,073
-13% -$130K 0.03% 284
2024
Q3 		$948K Buy
23,718
+2,103
+10% +$91.2K 0.04% 296
2024
Q2 		$934K Buy
21,615
+1,156
+6% +$56.8K 0.04% 289
2024
Q1 		$1.02M Buy
+20,459
New +$836K 0.05% 280

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

CX Institutional's SM Position: Q4 2025 in Review

CX Institutional sold out of SM Energy (SM) in Q4 2025, closing a stake of 275 shares — an estimated $7K sold.

CX Institutional first reported a position in SM in Q1 2024 and held it in 7 quarters. The position peaked at $1.02M in Q1 2024. 344 funds tracked by Wall St. Rank hold SM as of Q4 2025.

  • CX Institutional reported no remaining SM Energy position as of Q4 2025 after selling out during the quarter.
  • CX Institutional sold 275 SM Energy shares in Q4 2025, an estimated $7K.
  • CX Institutional first reported a position in SM Energy in Q1 2024 and held it in 7 quarters.
  • CX Institutional's SM Energy position peaked at $1.02M in Q1 2024.
  • 344 funds tracked by Wall St. Rank held SM Energy as of Q4 2025.

Based on CX Institutional's 13F filing for Q4 2025, filed 2 Feb 2026.