WANY
SM icon

Wealthspire Advisors (New York)’s SM Energy SM Stock Holding History

Wealthspire Advisors (New York)’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
-1,739
Closed -$43.4K – 2592
2025
Q3 		$43.4K Buy
+1,739
New +$46.9K ﹤0.01% 1299

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 $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Wealthspire Advisors (New York)'s SM Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of SM Energy (SM) in Q4 2025, closing a stake of 1,739 shares — an estimated $43.4K sold.

Wealthspire Advisors (New York) first reported a position in SM in Q3 2025 and held it in 1 quarter. The position peaked at $43.4K in Q3 2025. 344 funds tracked by Wall St. Rank hold SM as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining SM Energy position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,739 SM Energy shares in Q4 2025, an estimated $43.4K.
  • Wealthspire Advisors (New York) first reported a position in SM Energy in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s SM Energy position peaked at $43.4K in Q3 2025.
  • 344 funds tracked by Wall St. Rank held SM Energy as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.