PHS
SMC

Pekin Hardy Strauss’s Summit Midstream SMC Stock Holding History

Pekin Hardy Strauss’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
Q2 		– Sell
-29,175
Closed -$989K – 412
2025
Q1 		$989K Sell
29,175
-7,750
-21% -$312K 0.12% 161
2024
Q4 		$1.4M Sell
36,925
-500
-1% -$18K 0.18% 126
2024
Q3 		$1.31M Buy
37,425
+3,200
+9% +$116K 0.17% 126
2024
Q2 		$1.22M Buy
34,225
+19,775
+137% +$623K 0.17% 132
2024
Q1 		$406K Buy
14,450
+1,500
+12% +$28K 0.06% 239
2023
Q4 		$232K Buy
+12,950
New +$242K 0.03% 267

Other funds holding SMC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VFIA
Virtus Fixed Income Advisers Hartford, Connecticut $123M AUM 1.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ATI
ARK & TLK Investments Oklahoma City, Oklahoma $370M AUM 17.8% 1-Year Est. Return

Pekin Hardy Strauss's SMC Position: Q2 2025 in Review

Pekin Hardy Strauss sold out of Summit Midstream (SMC) in Q2 2025, closing a stake of 29,175 shares — an estimated $989K sold.

Pekin Hardy Strauss first reported a position in SMC in Q4 2023 and held it in 6 quarters. The position peaked at $1.4M in Q4 2024. 62 funds tracked by Wall St. Rank hold SMC as of Q2 2025.

  • Pekin Hardy Strauss reported no remaining Summit Midstream position as of Q2 2025 after selling out during the quarter.
  • Pekin Hardy Strauss sold 29,175 Summit Midstream shares in Q2 2025, an estimated $989K.
  • Pekin Hardy Strauss first reported a position in Summit Midstream in Q4 2023 and held it in 6 quarters.
  • Pekin Hardy Strauss's Summit Midstream position peaked at $1.4M in Q4 2024.
  • 62 funds tracked by Wall St. Rank held Summit Midstream as of Q2 2025.

Based on Pekin Hardy Strauss's 13F filing for Q2 2025, filed 6 Aug 2025.