NewSquare Capital’s SM Energy SM Stock Holding History

NewSquare Capital’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 Q3	–	Sell	-7	Closed	-$173	–	1069
2025 Q2	$173	Buy	+7	New	+$169	﹤0.01%	1253

Other funds holding SM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

NewSquare Capital's SM Position: Q3 2025 in Review

NewSquare Capital sold out of SM Energy (SM) in Q3 2025, closing a stake of 7 shares — an estimated $173 sold.

NewSquare Capital first reported a position in SM in Q2 2025 and held it in 1 quarter. The position peaked at $173 in Q2 2025. 383 funds tracked by Wall St. Rank hold SM as of Q3 2025.

NewSquare Capital reported no remaining SM Energy position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 7 SM Energy shares in Q3 2025, an estimated $173.
NewSquare Capital first reported a position in SM Energy in Q2 2025 and held it in 1 quarter.
NewSquare Capital's SM Energy position peaked at $173 in Q2 2025.
383 funds tracked by Wall St. Rank held SM Energy as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.