ICA
SM icon

Infrastructure Capital Advisors’s SM Energy SM Stock Holding History

Infrastructure 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
-8,304
Closed -$322K – 137
2024
Q4 		$322K Buy
+8,304
New +$351K 0.02% 104

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Infrastructure Capital Advisors sold out of SM Energy (SM) in Q1 2025, closing a stake of 8,304 shares — an estimated $322K sold.

Infrastructure Capital Advisors first reported a position in SM in Q4 2024 and held it in 1 quarter. The position peaked at $322K in Q4 2024. 404 funds tracked by Wall St. Rank hold SM as of Q1 2025.

  • Infrastructure Capital Advisors reported no remaining SM Energy position as of Q1 2025 after selling out during the quarter.
  • Infrastructure Capital Advisors sold 8,304 SM Energy shares in Q1 2025, an estimated $322K.
  • Infrastructure Capital Advisors first reported a position in SM Energy in Q4 2024 and held it in 1 quarter.
  • Infrastructure Capital Advisors's SM Energy position peaked at $322K in Q4 2024.
  • 404 funds tracked by Wall St. Rank held SM Energy as of Q1 2025.

Based on Infrastructure Capital Advisors's 13F filing for Q1 2025, filed 15 May 2025.