CI
SM icon

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 $5.7T 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return