EWA
SM icon

EverSource Wealth Advisors’s SM Energy SM Stock Holding History

EverSource Wealth Advisors’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
2026
Q1 		$35.2K Buy
1,129
+868
+333% +$19.8K ﹤0.01% 2145
2025
Q4 		$4.88K Sell
261
-616
-70% -$12.5K ﹤0.01% 3133
2025
Q3 		$21.9K Sell
877
-551
-39% -$14.9K ﹤0.01% 2300
2025
Q2 		$35.3K Buy
1,428
+196
+16% +$4.75K ﹤0.01% 1860
2025
Q1 		$36.9K Buy
1,232
+43
+4% +$1.54K ﹤0.01% 1389
2024
Q4 		$46.1K Sell
1,189
-232
-16% -$9.8K ﹤0.01% 1227
2024
Q3 		$56.8K Sell
1,421
-176
-11% -$7.63K ﹤0.01% 1012
2024
Q2 		$73.8K Buy
1,597
+11
+0.7% +$540 ﹤0.01% 920
2024
Q1 		$76.9K Buy
1,586
+19
+1% +$777 0.01% 810
2023
Q4 		$60.7K Buy
1,567
+28
+2% +$1.08K 0.01% 823
2023
Q3 		$61K Buy
1,539
+4
+0.3% +$152 0.01% 742
2023
Q2 		$48.6K Buy
1,535
+1,176
+328% +$33.2K 0.01% 849
2023
Q1 		$10.1K Buy
359
+226
+170% +$6.89K ﹤0.01% 1350
2022
Q4 		$4.63K Sell
133
-29
-18% -$1.21K ﹤0.01% 1638
2022
Q3 		$6K Sell
162
-161
-50% -$6.33K ﹤0.01% 1318
2022
Q2 		$11K Hold
323
– – ﹤0.01% 1014
2022
Q1 		$13K Sell
323
-38
-11% -$1.37K ﹤0.01% 888
2021
Q4 		$11K Buy
+361
New +$11.3K ﹤0.01% 935

Other funds holding SM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.36B AUM 24.94% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return