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Financial Network Wealth Advisors’s SM Energy SM Stock Holding History

Financial Network 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
2025
Q4 		– Sell
-35
Closed -$865 – 851
2025
Q3 		$865 Sell
35
-2
-5% -$54 ﹤0.01% 810
2025
Q2 		$923 Hold
37
– – ﹤0.01% 785
2025
Q1 		$1.11K Buy
+37
New +$1.33K ﹤0.01% 683
2024
Q4 		– Sell
-36
Closed -$1.44K – 793
2024
Q3 		$1.44K Buy
36
+5
+16% +$217 ﹤0.01% 706
2024
Q2 		$1.34K Buy
+31
New +$1.52K ﹤0.01% 795

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

Financial Network Wealth Advisors's SM Position: Q4 2025 in Review

Financial Network Wealth Advisors sold out of SM Energy (SM) in Q4 2025, closing a stake of 35 shares — an estimated $865 sold.

Financial Network Wealth Advisors first reported a position in SM in Q2 2024 and held it in 5 quarters. The position peaked at $1.44K in Q3 2024. 344 funds tracked by Wall St. Rank hold SM as of Q4 2025.

  • Financial Network Wealth Advisors reported no remaining SM Energy position as of Q4 2025 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 35 SM Energy shares in Q4 2025, an estimated $865.
  • Financial Network Wealth Advisors first reported a position in SM Energy in Q2 2024 and held it in 5 quarters.
  • Financial Network Wealth Advisors's SM Energy position peaked at $1.44K in Q3 2024.
  • 344 funds tracked by Wall St. Rank held SM Energy as of Q4 2025.

Based on Financial Network Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.