Heck Capital Advisors’s SM Energy SM Stock Holding History

Heck Capital 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 Q1	–	Sell	-7	Closed	-$271	–	702
2024 Q4	$271	Buy	+7	New	+$296	﹤0.01%	776

Other funds holding SM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Heck Capital Advisors's SM Position: Q1 2025 in Review

Heck Capital Advisors sold out of SM Energy (SM) in Q1 2025, closing a stake of 7 shares — an estimated $271 sold.

Heck Capital Advisors first reported a position in SM in Q4 2024 and held it in 1 quarter. The position peaked at $271 in Q4 2024. 404 funds tracked by Wall St. Rank hold SM as of Q1 2025.

Heck Capital Advisors reported no remaining SM Energy position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 7 SM Energy shares in Q1 2025, an estimated $271.
Heck Capital Advisors first reported a position in SM Energy in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's SM Energy position peaked at $271 in Q4 2024.
404 funds tracked by Wall St. Rank held SM Energy as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.