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Stephens Inc’s SM Energy SM Stock Holding History

Stephens Inc’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
-8,695
Closed -$260K – 1315
2025
Q1 		$260K Buy
+8,695
New +$312K ﹤0.01% 1047
2020
Q4 		– Sell
-13,956
Closed -$22K – 1263
2020
Q3 		$22K Hold
13,956
– – ﹤0.01% 1148
2020
Q2 		$52K Sell
13,956
-943
-6% -$3.09K ﹤0.01% 1087
2020
Q1 		$18K Sell
14,899
-209
-1% -$1.48K ﹤0.01% 1067
2019
Q4 		$170K Sell
15,108
-18,616
-55% -$168K ﹤0.01% 1025
2019
Q3 		$327K Sell
33,724
-590
-2% -$6.01K 0.01% 879
2019
Q2 		$430K Sell
34,314
-440
-1% -$6.39K 0.01% 791
2019
Q1 		$608K Buy
34,754
+13,612
+64% +$242K 0.01% 705
2018
Q4 		$327K Sell
21,142
-21,085
-50% -$488K 0.01% 817
2018
Q3 		$1.33M Buy
42,227
+24,022
+132% +$690K 0.03% 495
2018
Q2 		$468K Buy
+18,205
New +$425K 0.01% 619

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

Stephens Inc's SM Position: Q2 2025 in Review

Stephens Inc sold out of SM Energy (SM) in Q2 2025, closing a stake of 8,695 shares — an estimated $260K sold.

Stephens Inc first reported a position in SM in Q2 2018 and held it in 11 quarters. The position peaked at $1.33M in Q3 2018. 372 funds tracked by Wall St. Rank hold SM as of Q2 2025.

  • Stephens Inc reported no remaining SM Energy position as of Q2 2025 after selling out during the quarter.
  • Stephens Inc sold 8,695 SM Energy shares in Q2 2025, an estimated $260K.
  • Stephens Inc first reported a position in SM Energy in Q2 2018 and held it in 11 quarters.
  • Stephens Inc's SM Energy position peaked at $1.33M in Q3 2018.
  • 372 funds tracked by Wall St. Rank held SM Energy as of Q2 2025.

Based on Stephens Inc's 13F filing for Q2 2025, filed 29 Jul 2025.