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Scientech Research LLC’s SM Energy SM Stock Holding History

Scientech Research LLC’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
-21,342
Closed -$527K – 819
2025
Q2 		$527K Buy
21,342
+13,389
+168% +$324K 0.13% 324
2025
Q1 		$238K Buy
+7,953
New +$285K 0.06% 464
2024
Q4 		– Sell
-14,841
Closed -$593K – 827
2024
Q3 		$593K Sell
14,841
-5,797
-28% -$251K 0.12% 335
2024
Q2 		$892K Buy
+20,638
New +$1.01M 0.18% 197

Other funds holding SM

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

Scientech Research LLC's SM Position: Q3 2025 in Review

Scientech Research LLC sold out of SM Energy (SM) in Q3 2025, closing a stake of 21,342 shares — an estimated $527K sold.

Scientech Research LLC first reported a position in SM in Q2 2024 and held it in 4 quarters. The position peaked at $892K in Q2 2024. 383 funds tracked by Wall St. Rank hold SM as of Q3 2025.

  • Scientech Research LLC reported no remaining SM Energy position as of Q3 2025 after selling out during the quarter.
  • Scientech Research LLC sold 21,342 SM Energy shares in Q3 2025, an estimated $527K.
  • Scientech Research LLC first reported a position in SM Energy in Q2 2024 and held it in 4 quarters.
  • Scientech Research LLC's SM Energy position peaked at $892K in Q2 2024.
  • 383 funds tracked by Wall St. Rank held SM Energy as of Q3 2025.

Based on Scientech Research LLC's 13F filing for Q3 2025, filed 14 Nov 2025.