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Provenance Wealth Advisors’s SM Energy SM Stock Holding History

Provenance Wealth Advisors’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
Q2 		– Sell
-14
Closed -$419 – 528
2025
Q1 		$419 Hold
14
– – ﹤0.01% 515
2024
Q4 		$543 Hold
14
– – ﹤0.01% 531
2024
Q3 		$560 Hold
14
– – ﹤0.01% 575
2024
Q2 		$605 Hold
14
– – ﹤0.01% 490
2024
Q1 		$698 Hold
14
– – ﹤0.01% 510
2023
Q4 		$542 Hold
14
– – ﹤0.01% 571
2023
Q3 		$555 Buy
+14
New +$531 ﹤0.01% 457

Other funds holding SM

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Provenance Wealth Advisors's SM Position: Q2 2025 in Review

Provenance Wealth Advisors sold out of SM Energy (SM) in Q2 2025, closing a stake of 14 shares — an estimated $419 sold.

Provenance Wealth Advisors first reported a position in SM in Q3 2023 and held it in 7 quarters. The position peaked at $698 in Q1 2024. 372 funds tracked by Wall St. Rank hold SM as of Q2 2025.

  • Provenance Wealth Advisors reported no remaining SM Energy position as of Q2 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 14 SM Energy shares in Q2 2025, an estimated $419.
  • Provenance Wealth Advisors first reported a position in SM Energy in Q3 2023 and held it in 7 quarters.
  • Provenance Wealth Advisors's SM Energy position peaked at $698 in Q1 2024.
  • 372 funds tracked by Wall St. Rank held SM Energy as of Q2 2025.

Based on Provenance Wealth Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.