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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 $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

First National Advisers's SM Position: Q4 2025 in Review

First National Advisers sold out of SM Energy (SM) in Q4 2025, closing a stake of 12,604 shares — an estimated $315K sold.

First National Advisers first reported a position in SM in Q1 2024 and held it in 6 quarters. The position peaked at $406K in Q3 2024. 344 funds tracked by Wall St. Rank hold SM as of Q4 2025.

  • First National Advisers reported no remaining SM Energy position as of Q4 2025 after selling out during the quarter.
  • First National Advisers sold 12,604 SM Energy shares in Q4 2025, an estimated $315K.
  • First National Advisers first reported a position in SM Energy in Q1 2024 and held it in 6 quarters.
  • First National Advisers's SM Energy position peaked at $406K in Q3 2024.
  • 344 funds tracked by Wall St. Rank held SM Energy as of Q4 2025.

Based on First National Advisers's 13F filing for Q4 2025, filed 4 Feb 2026.