Stephens Consulting’s SM Energy SM Stock Holding History

Stephens Consulting’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	-30	Closed	-$899	–	1880
2025 Q1	$899	Buy	+30	New	+$1.08K	﹤0.01%	689
2024 Q3	–	Sell	-61	Closed	-$2.64K	–	633
2024 Q2	$2.64K	Buy	+61	New	+$3K	﹤0.01%	487

Other funds holding SM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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 Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Stephens Consulting's SM Position: Q2 2025 in Review

Stephens Consulting sold out of SM Energy (SM) in Q2 2025, closing a stake of 30 shares — an estimated $899 sold.

Stephens Consulting first reported a position in SM in Q2 2024 and held it in 2 quarters. The position peaked at $2.64K in Q2 2024. 372 funds tracked by Wall St. Rank hold SM as of Q2 2025.

Stephens Consulting reported no remaining SM Energy position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 30 SM Energy shares in Q2 2025, an estimated $899.
Stephens Consulting first reported a position in SM Energy in Q2 2024 and held it in 2 quarters.
Stephens Consulting's SM Energy position peaked at $2.64K in Q2 2024.
372 funds tracked by Wall St. Rank held SM Energy as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.