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Insight Wealth Strategies’s SM Energy SM Stock Holding History

Insight Wealth Strategies’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
-108,074
Closed -$2.7M – 184
2025
Q3 		$2.7M Buy
108,074
+693
+0.6% +$18.7K 0.32% 89
2025
Q2 		$2.8M Buy
107,381
+25,273
+31% +$612K 0.35% 81
2025
Q1 		$2.46M Buy
82,108
+31,024
+61% +$1.11M 0.33% 84
2024
Q4 		$1.98M Buy
51,084
+2,801
+6% +$118K 0.27% 96
2024
Q3 		$1.93M Buy
48,283
+1,784
+4% +$77.4K 0.25% 100
2024
Q2 		$2.01M Buy
46,499
+2,840
+7% +$139K 0.29% 90
2024
Q1 		$2.18M Sell
43,659
-1,167
-3% -$47.7K 0.32% 75
2023
Q4 		$1.74M Buy
44,826
+3,692
+9% +$142K 0.28% 87
2023
Q3 		$1.63M Buy
41,134
+2,016
+5% +$76.4K 0.32% 67
2023
Q2 		$1.24M Buy
39,118
+518
+1% +$14.6K 0.24% 82
2023
Q1 		$1.09M Buy
38,600
+2,315
+6% +$70.6K 0.21% 86
2022
Q4 		$1.26M Buy
36,285
+6,335
+21% +$263K 0.24% 76
2022
Q3 		$1.02M Hold
29,950
– – 0.19% 95
2022
Q2 		$1.02M Buy
+29,950
New +$1.22M 0.19% 95

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

Insight Wealth Strategies's SM Position: Q4 2025 in Review

Insight Wealth Strategies sold out of SM Energy (SM) in Q4 2025, closing a stake of 108,074 shares — an estimated $2.7M sold.

Insight Wealth Strategies first reported a position in SM in Q2 2022 and held it in 14 quarters. The position peaked at $2.8M in Q2 2025. 344 funds tracked by Wall St. Rank hold SM as of Q4 2025.

  • Insight Wealth Strategies reported no remaining SM Energy position as of Q4 2025 after selling out during the quarter.
  • Insight Wealth Strategies sold 108,074 SM Energy shares in Q4 2025, an estimated $2.7M.
  • Insight Wealth Strategies first reported a position in SM Energy in Q2 2022 and held it in 14 quarters.
  • Insight Wealth Strategies's SM Energy position peaked at $2.8M in Q2 2025.
  • 344 funds tracked by Wall St. Rank held SM Energy as of Q4 2025.

Based on Insight Wealth Strategies's 13F filing for Q4 2025, filed 2 Jan 2026.