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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alyeska Investment Group

Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return