ECM
SM icon

EMC Capital Management’s SM Energy SM Stock Holding History

EMC Capital Management’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 		$65K Sell
3,497
-617
-15% -$12.5K 0.03% 221
2025
Q3 		$103K Hold
4,114
– – 0.05% 196
2025
Q2 		$102K Buy
+4,114
New +$99.6K 0.06% 184

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

EMC Capital Management's SM Position: Q4 2025 in Review

EMC Capital Management reduced its SM Energy (SM) stake by 15% in Q4 2025, selling an estimated $12.5K and leaving 3,497 shares worth $65K. The position accounts for 0.03% of the portfolio, ranked #221.

EMC Capital Management first reported a position in SM in Q2 2025 and has held it in 3 quarters since. The position peaked at $103K in Q3 2025. 344 funds tracked by Wall St. Rank hold SM as of Q4 2025.

  • EMC Capital Management held 3,497 shares of SM Energy worth $65K as of Q4 2025.
  • EMC Capital Management sold 617 SM Energy shares in Q4 2025, an estimated $12.5K.
  • SM Energy made up 0.03% of EMC Capital Management's portfolio in Q4 2025, its #221 holding.
  • EMC Capital Management first reported a position in SM Energy in Q2 2025 and has held it in 3 quarters since.
  • EMC Capital Management's SM Energy position peaked at $103K in Q3 2025.
  • 344 funds tracked by Wall St. Rank held SM Energy as of Q4 2025.

Based on EMC Capital Management's 13F filing for Q4 2025, filed 9 Mar 2026.