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Rise Advisors’s SM Energy SM Stock Holding History

Rise 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
Q4 		– Sell
-461
Closed -$11.5K – 1218
2025
Q3 		$11.5K Buy
461
+41
+10% +$1.11K ﹤0.01% 914
2025
Q2 		$10.4K Sell
420
-61
-13% -$1.48K ﹤0.01% 977
2025
Q1 		$14.4K Buy
481
+121
+34% +$4.34K 0.01% 725
2024
Q4 		$13.9K Buy
360
+2
+0.6% +$84 0.01% 867
2024
Q3 		$14.3K Buy
358
+2
+0.6% +$87 0.01% 888
2024
Q2 		$15.4K Buy
356
+1
+0.3% +$49 0.01% 809
2024
Q1 		$17.7K Buy
+355
New +$14.5K 0.01% 732

Other funds holding SM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Rise Advisors's SM Position: Q4 2025 in Review

Rise Advisors sold out of SM Energy (SM) in Q4 2025, closing a stake of 461 shares — an estimated $11.5K sold.

Rise Advisors first reported a position in SM in Q1 2024 and held it in 7 quarters. The position peaked at $17.7K in Q1 2024. 344 funds tracked by Wall St. Rank hold SM as of Q4 2025.

  • Rise Advisors reported no remaining SM Energy position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 461 SM Energy shares in Q4 2025, an estimated $11.5K.
  • Rise Advisors first reported a position in SM Energy in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's SM Energy position peaked at $17.7K in Q1 2024.
  • 344 funds tracked by Wall St. Rank held SM Energy as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.