FNA
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First National Advisers’s SM Energy SM Stock Holding History

First National Advisers’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
-12,604
Closed -$315K – 243
2025
Q3 		$315K Buy
12,604
+578
+5% +$15.6K 0.04% 201
2025
Q2 		$297K Buy
12,026
+708
+6% +$17.1K 0.04% 196
2025
Q1 		$339K Buy
+11,318
New +$406K 0.05% 189
2024
Q4 		– Sell
-10,165
Closed -$406K – 219
2024
Q3 		$406K Buy
10,165
+2,087
+26% +$90.5K 0.06% 169
2024
Q2 		$349K Buy
8,078
+732
+10% +$35.9K 0.06% 174
2024
Q1 		$366K Buy
+7,346
New +$300K 0.08% 160

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