SSG
SM icon

Summit Securities Group’s SM Energy SM Stock Holding History

Summit Securities Group’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
-2,457
Closed -$60.7K – 1325
2025
Q2 		$60.7K Buy
2,457
+2,316
+1,643% +$56.1K 0.01% 484
2025
Q1 		$4.22K Buy
+141
New +$5.06K ﹤0.01% 621
2024
Q3 		– Sell
-5,200
Closed -$225K – 833
2024
Q2 		$225K Buy
5,200
+5,198
+259,900% +$255K 0.04% 155
2024
Q1 		$0 Buy
+2
New +$82 ﹤0.01% 846
2022
Q4 		– Sell
-3
Closed – – 1360
2022
Q3 		$0 Buy
+3
New +$118 ﹤0.01% 1148

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 $3.37T 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

Summit Securities Group's SM Position: Q3 2025 in Review

Summit Securities Group sold out of SM Energy (SM) in Q3 2025, closing a stake of 2,457 shares — an estimated $60.7K sold.

Summit Securities Group first reported a position in SM in Q3 2022 and held it in 5 quarters. The position peaked at $225K in Q2 2024. 383 funds tracked by Wall St. Rank hold SM as of Q3 2025.

  • Summit Securities Group reported no remaining SM Energy position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 2,457 SM Energy shares in Q3 2025, an estimated $60.7K.
  • Summit Securities Group first reported a position in SM Energy in Q3 2022 and held it in 5 quarters.
  • Summit Securities Group's SM Energy position peaked at $225K in Q2 2024.
  • 383 funds tracked by Wall St. Rank held SM Energy as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.