HC
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Henshaw Capital’s SM Energy SM Stock Holding History

Henshaw Capital’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
-21,426
Closed -$535K – 251
2025
Q3 		$535K Buy
21,426
+2,089
+11% +$56.3K 0.02% 173
2025
Q2 		$478K Hold
19,337
– – 0.02% 238
2025
Q1 		$579K Buy
19,337
+4,010
+26% +$144K 0.03% 210
2024
Q4 		$594K Hold
15,327
– – 0.02% 187
2024
Q3 		$613K Hold
15,327
– – 0.03% 193
2024
Q2 		$663K Buy
15,327
+197
+1% +$9.67K 0.03% 148
2024
Q1 		$754K Hold
15,130
– – 0.04% 132
2023
Q4 		$586K Buy
15,130
+6,073
+67% +$234K 0.03% 153
2023
Q3 		$359K Buy
+9,057
New +$343K 0.02% 200

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

Henshaw Capital's SM Position: Q4 2025 in Review

Henshaw Capital sold out of SM Energy (SM) in Q4 2025, closing a stake of 21,426 shares — an estimated $535K sold.

Henshaw Capital first reported a position in SM in Q3 2023 and held it in 9 quarters. The position peaked at $754K in Q1 2024. 344 funds tracked by Wall St. Rank hold SM as of Q4 2025.

  • Henshaw Capital reported no remaining SM Energy position as of Q4 2025 after selling out during the quarter.
  • Henshaw Capital sold 21,426 SM Energy shares in Q4 2025, an estimated $535K.
  • Henshaw Capital first reported a position in SM Energy in Q3 2023 and held it in 9 quarters.
  • Henshaw Capital's SM Energy position peaked at $754K in Q1 2024.
  • 344 funds tracked by Wall St. Rank held SM Energy as of Q4 2025.

Based on Henshaw Capital's 13F filing for Q4 2025, filed 28 May 2026.