HWM
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Hemington Wealth Management’s SM Energy SM Stock Holding History

Hemington Wealth 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
Q3 		$0 Buy
19
+5
+36% +$135 ﹤0.01% 1700
2025
Q2 		$0 Sell
14
-62
-82% -$1.5K ﹤0.01% 1692
2025
Q1 		$2K Sell
76
-11
-13% -$395 ﹤0.01% 1331
2024
Q4 		$3K Buy
87
+35
+67% +$1.48K ﹤0.01% 1204
2024
Q3 		$2K Buy
+52
New +$2.26K ﹤0.01% 1236

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
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

Hemington Wealth Management's SM Position: Q3 2025 in Review

Hemington Wealth Management increased its SM Energy (SM) stake by 36% in Q3 2025, buying an estimated $135 and bringing the position to 19 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1700.

Hemington Wealth Management first reported a position in SM in Q3 2024 and has held it in 5 quarters since. The position peaked at $3K in Q4 2024. 383 funds tracked by Wall St. Rank hold SM as of Q3 2025.

  • Hemington Wealth Management held 19 shares of SM Energy worth $0 as of Q3 2025.
  • Hemington Wealth Management bought 5 SM Energy shares in Q3 2025, an estimated $135.
  • SM Energy made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1700 holding.
  • Hemington Wealth Management first reported a position in SM Energy in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's SM Energy position peaked at $3K in Q4 2024.
  • 383 funds tracked by Wall St. Rank held SM Energy as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.