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Hexagon Capital Partners’s SM Energy SM Stock Holding History

Hexagon Capital Partners’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
-545
Closed -$16.3K – 1448
2025
Q1 		$16.3K Buy
545
+52
+11% +$1.86K ﹤0.01% 816
2024
Q4 		$19.1K Buy
493
+194
+65% +$8.19K ﹤0.01% 800
2024
Q3 		$12K Buy
299
+36
+14% +$1.56K ﹤0.01% 863
2024
Q2 		$11.4K Sell
263
-304
-54% -$14.9K ﹤0.01% 838
2024
Q1 		$28.3K Buy
567
+474
+510% +$19.4K 0.01% 581
2023
Q4 		$3.6K Sell
93
-186
-67% -$7.17K ﹤0.01% 1036
2023
Q3 		$11.1K Buy
279
+148
+113% +$5.61K ﹤0.01% 719
2023
Q2 		$4.14K Buy
131
+25
+24% +$706 ﹤0.01% 937
2023
Q1 		$2.98K Buy
106
+89
+524% +$2.71K ﹤0.01% 981
2022
Q4 		$592 Hold
17
– – ﹤0.01% 1276
2022
Q3 		$1K Sell
17
-3
-15% -$118 ﹤0.01% 1251
2022
Q2 		$1K Buy
20
+1
+5% +$41 ﹤0.01% 1124
2022
Q1 		$1K Buy
+19
New +$685 ﹤0.01% 885

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

Hexagon Capital Partners's SM Position: Q2 2025 in Review

Hexagon Capital Partners sold out of SM Energy (SM) in Q2 2025, closing a stake of 545 shares — an estimated $16.3K sold.

Hexagon Capital Partners first reported a position in SM in Q1 2022 and held it in 13 quarters. The position peaked at $28.3K in Q1 2024. 372 funds tracked by Wall St. Rank hold SM as of Q2 2025.

  • Hexagon Capital Partners reported no remaining SM Energy position as of Q2 2025 after selling out during the quarter.
  • Hexagon Capital Partners sold 545 SM Energy shares in Q2 2025, an estimated $16.3K.
  • Hexagon Capital Partners first reported a position in SM Energy in Q1 2022 and held it in 13 quarters.
  • Hexagon Capital Partners's SM Energy position peaked at $28.3K in Q1 2024.
  • 372 funds tracked by Wall St. Rank held SM Energy as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.