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Stonehearth Capital Management’s SM Energy SM Stock Holding History

Stonehearth Capital Management’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
-8,465
Closed -$211K – 99
2025
Q3 		$211K Buy
8,465
+218
+3% +$5.88K 0.08% 93
2025
Q2 		$204K Buy
8,247
+231
+3% +$5.59K 0.08% 89
2025
Q1 		$240K Buy
8,016
+1,488
+23% +$53.4K 0.1% 75
2024
Q4 		$253K Sell
6,528
-682
-9% -$28.8K 0.1% 68
2024
Q3 		$288K Buy
+7,210
New +$313K 0.11% 61

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

Stonehearth Capital Management's SM Position: Q4 2025 in Review

Stonehearth Capital Management sold out of SM Energy (SM) in Q4 2025, closing a stake of 8,465 shares — an estimated $211K sold.

Stonehearth Capital Management first reported a position in SM in Q3 2024 and held it in 5 quarters. The position peaked at $288K in Q3 2024. 344 funds tracked by Wall St. Rank hold SM as of Q4 2025.

  • Stonehearth Capital Management reported no remaining SM Energy position as of Q4 2025 after selling out during the quarter.
  • Stonehearth Capital Management sold 8,465 SM Energy shares in Q4 2025, an estimated $211K.
  • Stonehearth Capital Management first reported a position in SM Energy in Q3 2024 and held it in 5 quarters.
  • Stonehearth Capital Management's SM Energy position peaked at $288K in Q3 2024.
  • 344 funds tracked by Wall St. Rank held SM Energy as of Q4 2025.

Based on Stonehearth Capital Management's 13F filing for Q4 2025, filed 13 Jan 2026.