VCA
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Verdence Capital Advisors’s SM Energy SM Stock Holding History

Verdence Capital Advisors’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
-15,127
Closed -$453K – 695
2025
Q1 		$453K Buy
15,127
+5,524
+58% +$198K 0.03% 423
2024
Q4 		$372K Buy
9,603
+80
+0.8% +$3.38K 0.03% 428
2024
Q3 		$381K Sell
9,523
-62,314
-87% -$2.7M 0.03% 444
2024
Q2 		$3.11M Buy
71,837
+2,894
+4% +$142K 0.28% 92
2024
Q1 		$3.44M Sell
68,943
-9,786
-12% -$400K 0.31% 82
2023
Q4 		$3.05M Buy
78,729
+1,000
+1% +$38.6K 0.29% 91
2023
Q3 		$3.08M Buy
77,729
+1,954
+3% +$74.1K 0.33% 77
2023
Q2 		$2.4M Sell
75,775
-1,996
-3% -$56.4K 0.28% 97
2023
Q1 		$2.19M Buy
77,771
+39,946
+106% +$1.22M 0.26% 99
2022
Q4 		$1.32M Buy
37,825
+26,877
+245% +$1.12M 0.16% 140
2022
Q3 		$412K Buy
10,948
+270
+3% +$10.6K 0.06% 313
2022
Q2 		$365K Buy
+10,678
New +$434K 0.05% 334

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

Verdence Capital Advisors's SM Position: Q2 2025 in Review

Verdence Capital Advisors sold out of SM Energy (SM) in Q2 2025, closing a stake of 15,127 shares — an estimated $453K sold.

Verdence Capital Advisors first reported a position in SM in Q2 2022 and held it in 12 quarters. The position peaked at $3.44M in Q1 2024. 372 funds tracked by Wall St. Rank hold SM as of Q2 2025.

  • Verdence Capital Advisors reported no remaining SM Energy position as of Q2 2025 after selling out during the quarter.
  • Verdence Capital Advisors sold 15,127 SM Energy shares in Q2 2025, an estimated $453K.
  • Verdence Capital Advisors first reported a position in SM Energy in Q2 2022 and held it in 12 quarters.
  • Verdence Capital Advisors's SM Energy position peaked at $3.44M in Q1 2024.
  • 372 funds tracked by Wall St. Rank held SM Energy as of Q2 2025.

Based on Verdence Capital Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.