HFO
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Heritage Family Offices’s SM Energy SM Stock Holding History

Heritage Family Offices’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
-8,419
Closed -$210K – 216
2025
Q3 		$210K Buy
+8,419
New +$227K 0.1% 184
2025
Q1 		– Sell
-6,237
Closed -$242K – 192
2024
Q4 		$242K Buy
6,237
+726
+13% +$30.7K 0.12% 160
2024
Q3 		$220K Sell
5,511
-365
-6% -$15.8K 0.11% 168
2024
Q2 		$254K Buy
+5,876
New +$289K 0.14% 135

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 $3.38T AUM 44.17% 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

Heritage Family Offices's SM Position: Q4 2025 in Review

Heritage Family Offices sold out of SM Energy (SM) in Q4 2025, closing a stake of 8,419 shares — an estimated $210K sold.

Heritage Family Offices first reported a position in SM in Q2 2024 and held it in 4 quarters. The position peaked at $254K in Q2 2024. 344 funds tracked by Wall St. Rank hold SM as of Q4 2025.

  • Heritage Family Offices reported no remaining SM Energy position as of Q4 2025 after selling out during the quarter.
  • Heritage Family Offices sold 8,419 SM Energy shares in Q4 2025, an estimated $210K.
  • Heritage Family Offices first reported a position in SM Energy in Q2 2024 and held it in 4 quarters.
  • Heritage Family Offices's SM Energy position peaked at $254K in Q2 2024.
  • 344 funds tracked by Wall St. Rank held SM Energy as of Q4 2025.

Based on Heritage Family Offices's 13F filing for Q4 2025, filed 12 Jan 2026.