FHA
SM icon

First Horizon Advisors’s SM Energy SM Stock Holding History

First Horizon 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
Q2 		$30.2K Sell
1,223
-31
-2% -$751 ﹤0.01% 1257
2025
Q1 		$37.6K Hold
1,254
– – ﹤0.01% 1057
2024
Q4 		$48.6K Sell
1,254
-392
-24% -$16.6K ﹤0.01% 956
2024
Q3 		$65.8K Sell
1,646
-16
-1% -$694 ﹤0.01% 867
2024
Q2 		$71.8K Buy
1,662
+193
+13% +$9.48K ﹤0.01% 776
2024
Q1 		$73.2K Hold
1,469
– – ﹤0.01% 787
2023
Q4 		$56.9K Buy
1,469
+353
+32% +$13.6K ﹤0.01% 870
2023
Q3 		$44.2K Buy
1,116
+155
+16% +$5.88K ﹤0.01% 904
2023
Q2 		$30.4K Buy
961
+75
+8% +$2.12K ﹤0.01% 1099
2023
Q1 		$24.9K Buy
+886
New +$27K ﹤0.01% 1179
2016
Q1 		– Sell
-462
Closed -$9K – 1392
2015
Q4 		$9K Buy
462
+6
+1% +$183 ﹤0.01% 947
2015
Q3 		$15K Buy
456
+1
+0.2% +$36 ﹤0.01% 886
2015
Q2 		$21K Sell
455
-121
-21% -$6.38K ﹤0.01% 825
2015
Q1 		$29K Buy
576
+145
+34% +$6.29K ﹤0.01% 725
2014
Q4 		$16K Sell
431
-99
-19% -$4.96K ﹤0.01% 900
2014
Q3 		$41K Buy
530
+79
+18% +$6.45K 0.01% 581
2014
Q2 		$37K Sell
451
-119
-21% -$9.12K 0.01% 640
2014
Q1 		$40K Buy
570
+178
+45% +$13.9K 0.01% 572
2013
Q4 		$31K Sell
392
-136
-26% -$11.6K ﹤0.01% 603
2013
Q3 		$41K Buy
528
+22
+4% +$1.52K 0.01% 476
2013
Q2 		$30K Buy
+506
New +$30.8K 0.02% 280

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Horizon Advisors's SM Position: Q2 2025 in Review

First Horizon Advisors reduced its SM Energy (SM) stake by 2.5% in Q2 2025, selling an estimated $751 and leaving 1,223 shares worth $30.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1257.

First Horizon Advisors first reported a position in SM in Q2 2013 and has held it in 21 quarters since. The position peaked at $73.2K in Q1 2024. 372 funds tracked by Wall St. Rank hold SM as of Q2 2025.

  • First Horizon Advisors held 1,223 shares of SM Energy worth $30.2K as of Q2 2025.
  • First Horizon Advisors sold 31 SM Energy shares in Q2 2025, an estimated $751.
  • SM Energy made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1257 holding.
  • First Horizon Advisors first reported a position in SM Energy in Q2 2013 and has held it in 21 quarters since.
  • First Horizon Advisors's SM Energy position peaked at $73.2K in Q1 2024.
  • 372 funds tracked by Wall St. Rank held SM Energy as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.