Nuveen’s Summit Midstream SMC Stock Holding History

Nuveen’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
2026 Q1	$573K	Sell	18,955 -2,543	-12%	-$74.2K	﹤0.01%	2786
2025 Q4	$574K	Buy	21,498 +656	+3%	+$15.6K	﹤0.01%	2820
2025 Q3	$428K	Buy	20,842 +7,589	+57%	+$176K	﹤0.01%	2953
2025 Q2	$325K	Buy	+13,253	New	+$364K	﹤0.01%	3018
2017 Q1	–	Sell	-85,620	Closed	-$32.3M	–	1493
2016 Q4	$32.3M	Buy	+85,620	New	+$29.3M	0.16%	144
2016 Q1	–	Sell	-1,142	Closed	-$321	–	1511
2015 Q4	$321	Sell	1,142 -138	-11%	-$37.3K	﹤0.01%	1366
2015 Q3	$338	Sell	1,280 -114	-8%	-$43.4K	﹤0.01%	1400
2015 Q2	$691	Buy	1,394 +719	+107%	+$357K	﹤0.01%	1284
2015 Q1	$326K	Sell	675 -500	-43%	-$266K	﹤0.01%	1436
2014 Q4	$670K	Buy	1,175 +360	+44%	+$236K	﹤0.01%	1308
2014 Q3	$622K	Buy	+815	New	+$625K	﹤0.01%	1296

Other funds holding SMC

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DAMU

Deltroit Asset Management (UK) London $623M AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

EGA

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FFL

Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return

Nuveen's SMC Position: Q1 2026 in Review

Nuveen reduced its Summit Midstream (SMC) stake by 12% in Q1 2026, selling an estimated $74.2K and leaving 18,955 shares worth $573K. The position accounts for ﹤0.01% of the portfolio, ranked #2786.

Nuveen first reported a position in SMC in Q3 2014 and has held it in 11 quarters since. The position peaked at $32.3M in Q4 2016. 73 funds tracked by Wall St. Rank hold SMC as of Q1 2026.

Nuveen held 18,955 shares of Summit Midstream worth $573K as of Q1 2026.
Nuveen sold 2,543 Summit Midstream shares in Q1 2026, an estimated $74.2K.
Summit Midstream made up ﹤0.01% of Nuveen's portfolio in Q1 2026, its #2786 holding.
Nuveen first reported a position in Summit Midstream in Q3 2014 and has held it in 11 quarters since.
Nuveen's Summit Midstream position peaked at $32.3M in Q4 2016.
73 funds tracked by Wall St. Rank held Summit Midstream as of Q1 2026.

Based on Nuveen's 13F filing for Q1 2026, filed 30 Apr 2026.