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GW&K Investment Management’s SM Energy SM Stock Holding History

GW&K Investment Management’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 		– Sell
-401
Closed -$12K – 1030
2025
Q1 		$12K Sell
401
-1,055
-72% -$37.8K ﹤0.01% 767
2024
Q4 		$56K Sell
1,456
-355
-20% -$15K ﹤0.01% 465
2024
Q3 		$73K Sell
1,811
-2,195
-55% -$95.2K ﹤0.01% 419
2024
Q2 		$173K Sell
4,006
-676,031
-99% -$33.2M ﹤0.01% 360
2024
Q1 		$33.9M Sell
680,037
-5,019
-0.7% -$205K 0.3% 138
2023
Q4 		$26.5M Sell
685,056
-23,907
-3% -$922K 0.25% 162
2023
Q3 		$28.1M Sell
708,963
-26,153
-4% -$992K 0.28% 144
2023
Q2 		$23.3M Buy
735,116
+4,178
+0.6% +$118K 0.22% 170
2023
Q1 		$20.6M Sell
730,938
-391,662
-35% -$11.9M 0.2% 178
2022
Q4 		$39.1M Buy
1,122,600
+1,007,507
+875% +$41.9M 0.4% 111
2022
Q3 		$4.33M Buy
115,093
+55,013
+92% +$2.16M 0.05% 239
2022
Q2 		$2.05M Buy
60,080
+59,900
+33,278% +$2.43M 0.02% 305
2022
Q1 		$7K Buy
+180
New +$6.49K ﹤0.01% 486
2014
Q4 		– Sell
-3,875
Closed -$302K – 223
2014
Q3 		$302K Hold
3,875
– – 0.01% 219
2014
Q2 		$326K Hold
3,875
– – 0.01% 220
2014
Q1 		$276K Sell
3,875
-275
-7% -$21.5K 0.01% 214
2013
Q4 		$345K Hold
4,150
– – 0.01% 208
2013
Q3 		$320K Hold
4,150
– – 0.01% 203
2013
Q2 		$249K Buy
+4,150
New +$253K 0.01% 207

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

GW&K Investment Management's SM Position: Q2 2025 in Review

GW&K Investment Management sold out of SM Energy (SM) in Q2 2025, closing a stake of 401 shares — an estimated $12K sold.

GW&K Investment Management first reported a position in SM in Q2 2013 and held it in 19 quarters. The position peaked at $39.1M in Q4 2022. 372 funds tracked by Wall St. Rank hold SM as of Q2 2025.

  • GW&K Investment Management reported no remaining SM Energy position as of Q2 2025 after selling out during the quarter.
  • GW&K Investment Management sold 401 SM Energy shares in Q2 2025, an estimated $12K.
  • GW&K Investment Management first reported a position in SM Energy in Q2 2013 and held it in 19 quarters.
  • GW&K Investment Management's SM Energy position peaked at $39.1M in Q4 2022.
  • 372 funds tracked by Wall St. Rank held SM Energy as of Q2 2025.

Based on GW&K Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.