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SMC

NewEdge Advisors’s Summit Midstream SMC Stock Holding History

NewEdge Advisors’s Portfolio SMC Stock Details SMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-73
Closed -$1.79K – 4272
2025
Q2 		$1.79K Buy
+73
New +$2K ﹤0.01% 3638
2023
Q1 		– Sell
-25
Closed -$417 – 4206
2022
Q4 		$417 Buy
+25
New +$465 ﹤0.01% 3199

Other funds holding SMC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VFIA
Virtus Fixed Income Advisers Hartford, Connecticut $123M AUM 1.22% 1-Year Est. Return
ATI
ARK & TLK Investments Oklahoma City, Oklahoma $370M AUM 17.8% 1-Year Est. Return

NewEdge Advisors's SMC Position: Q3 2025 in Review

NewEdge Advisors sold out of Summit Midstream (SMC) in Q3 2025, closing a stake of 73 shares — an estimated $1.79K sold.

NewEdge Advisors first reported a position in SMC in Q4 2022 and held it in 2 quarters. The position peaked at $1.79K in Q2 2025. 64 funds tracked by Wall St. Rank hold SMC as of Q3 2025.

  • NewEdge Advisors reported no remaining Summit Midstream position as of Q3 2025 after selling out during the quarter.
  • NewEdge Advisors sold 73 Summit Midstream shares in Q3 2025, an estimated $1.79K.
  • NewEdge Advisors first reported a position in Summit Midstream in Q4 2022 and held it in 2 quarters.
  • NewEdge Advisors's Summit Midstream position peaked at $1.79K in Q2 2025.
  • 64 funds tracked by Wall St. Rank held Summit Midstream as of Q3 2025.

Based on NewEdge Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.