Stock TransactionsSM ENERGY COMPANY

Total Bought
2,615,500
58 transactions
Total Sold
3,999,292
70 transactions
Net
-1,383,792
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
FIRST TRUST ADVISORS LP1,915,3522,683,131+767,7790.080.100.00buy
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP994,358284,475+709,8830.030.010.00sell
Fisher Asset Management, LLC165,005519,302+354,2970.000.01+0.01buy
AMERICAN CENTURY COMPANIES INC3,385,4923,682,093+296,6010.080.09+0.00buy
Allianz Asset Management GmbH462,904190,213+272,6910.030.01-0.02sell
Brandywine Global Investment Management, LLC120,972388,761+267,7890.040.11+0.07buy
PRUDENTIAL FINANCIAL INC388,142124,514+263,6280.020.010.00sell
LSV ASSET MANAGEMENT123,800335,300+211,5000.010.03+0.02buy
ALGERT GLOBAL LLC172,00015,120+156,8800.190.010.00sell
LSP Investment Advisors, LLC198,246304,191+105,9454.278.23+3.96buy
Empowered Funds, LLC199,264111,476+87,7880.130.07-0.06sell
Channing Capital Management, LLC1,098,2591,167,033+68,7741.121.21+0.08buy
Grantham, Mayo, Van Otterloo & Co. LLC182,605238,205+55,6000.020.03+0.01buy
WESTWOOD HOLDINGS GROUP INC2,076,0002,118,297+42,2970.350.63+0.28buy
LOS ANGELES CAPITAL MANAGEMENT LLC65,42125,908+39,5130.010.000.00sell
First Eagle Investment Management, LLC201,303240,603+39,3000.020.02+0.00buy
MOODY ALDRICH PARTNERS LLC100,685132,267+31,5820.730.95+0.22buy
Vest Financial, LLC35,72666,069+30,3430.030.05+0.02buy
MILLER HOWARD INVESTMENTS INC /NY10,89541,159+30,2640.010.05+0.04buy
Magnetar Financial LLC13,80641,787+27,9810.010.04+0.03buy
INTECH INVESTMENT MANAGEMENT LLC95,140122,615+27,4750.040.05+0.00buy
TOWNSQUARE CAPITAL LLC391,107417,139+26,0320.190.190.00buy
Neo Ivy Capital Management59,42684,933+25,5070.000.66+0.66buy
SEGALL BRYANT & HAMILL, LLC123,698148,894+25,1960.070.08+0.01buy
PRINCIPAL FINANCIAL GROUP INC611,121635,822+24,7010.010.010.00buy
RENAISSANCE TECHNOLOGIES LLC738,763718,963+19,8000.050.05-0.00sell
TEACHER RETIREMENT SYSTEM OF TEXAS105,190122,523+17,3330.020.02-0.00buy
ROYCE & ASSOCIATES LP217,879232,523+14,6440.080.08+0.00buy
GEODE CAPITAL MANAGEMENT, LLC2,693,3722,679,129+14,2430.010.010.00sell
Y-Intercept (Hong Kong) Ltd22,2328,319+13,9130.060.020.00sell
Diversify Advisory Services, LLC338,077349,268+11,1910.770.83+0.07buy
ProShare Advisors LLC23,87134,482+10,6110.000.000.00buy
ARISTEIA CAPITAL, L.L.C.9,84920,271+10,4220.010.03+0.02buy
Inspire Advisors, LLC5,18615,575+10,3890.030.07+0.05buy
Adams Wealth Management63,56573,275+9,7100.550.54-0.00buy
CacheTech Inc.63,56573,275+9,7100.550.53-0.01buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO88,34497,424+9,0800.020.010.00buy
RHUMBLINE ADVISERS385,977393,864+7,8870.010.010.00buy
Rafferty Asset Management, LLC149,555156,858+7,3030.020.02+0.00buy
AlphaQuest LLC15,6339,406+6,2270.060.050.00sell
CW Advisors, LLC110,773116,589+5,8160.060.06+0.00buy
NFJ INVESTMENT GROUP, LLC74,47980,260+5,7810.090.10+0.01buy
KENNEDY CAPITAL MANAGEMENT LLC292,906298,563+5,6570.260.26-0.00buy
Corebridge Financial, Inc.65,67760,922+4,7550.010.010.00sell
CANADA LIFE ASSURANCE Co113,409108,807+4,6020.010.01-0.00sell
Mariner, LLC139,727135,267+4,4600.010.010.00sell
Penserra Capital Management LLC8,66512,547+3,8820.010.01+0.00buy
Diversified Trust Co18,68721,776+3,0890.020.02+0.00buy
Insight Wealth Strategies, LLC48,28351,084+2,8010.250.27+0.01buy
EVERGREEN CAPITAL MANAGEMENT LLC7,7525,866+1,8860.010.010.00sell
Vident Advisory, LLC18,01516,505+1,5100.020.010.00sell
MERITAGE PORTFOLIO MANAGEMENT11,45312,876+1,4230.030.03+0.00buy
Allspring Global Investments Holdings, LLC545,586546,956+1,3700.030.040.00buy
AZZAD ASSET MANAGEMENT INC /ADV22,61323,802+1,1890.100.18+0.08buy
Gibbs Wealth Management6,7367,891+1,1550.090.08-0.00buy
Heritage Family Offices, LLP5,5116,237+7260.110.12+0.01buy
Empirical Finance, LLC24,13424,739+6050.060.06-0.00buy
WINTON GROUP Ltd27,49928,091+5920.080.07-0.00buy
Dana Investment Advisors, Inc.32,83633,392+5560.040.04-0.00buy
Tributary Capital Management, LLC557,418557,972+5541.731.67-0.06buy
Energy Income Partners, LLC39,13339,633+5000.030.03-0.00buy
Portside Wealth Group, LLC5,0045,482+4780.030.04+0.00buy
YOUSIF CAPITAL MANAGEMENT, LLC45,63645,166+4700.020.020.00sell
CI INVESTMENTS INC.2,8372,398+4390.000.000.00sell
Hillsdale Investment Management Inc.97,40097,800+4000.300.19-0.11buy
Ameritas Investment Partners, Inc.11,59111,970+3790.020.02-0.00buy
Gallacher Capital Management LLC7,8568,206+3500.140.16+0.01buy
PROFUND ADVISORS LLC6,1016,383+2820.010.010.00buy
State of Alaska, Department of Revenue65,29465,062+2320.030.030.00sell
PITCAIRN CO21,04621,214+1680.050.05-0.00buy
1492 Capital Management LLC64,26164,386+1251.281.19-0.10buy
HARBOR CAPITAL ADVISORS, INC.740841+1010.000.000.00buy
Realta Investment Advisors261362+1010.010.01+0.00buy
Inspire Investing, LLC11,35911,452+930.050.05+0.00buy
Verdence Capital Advisors LLC9,5239,603+800.030.03-0.00buy
AZZAD ASSET MANAGEMENT INC /ADV22,61322,563+500.100.230.00sell
SHELL ASSET MANAGEMENT CO7,6117,594+170.010.010.00sell
Global Wealth Strategies & Associates765769+40.010.01-0.00buy
Bell Investment Advisors, Inc164162+20.000.000.00sell
Waldron Private Wealth LLC35,52135,516-50.060.06-0.00sell
Avion Wealth4837-110.000.00-0.00sell
JACOBS LEVY EQUITY MANAGEMENT, INC14,27814,236-420.000.00-0.00sell
PRUDENTIAL PLC8,7938,679-1140.000.00-0.00sell
WEDGE CAPITAL MANAGEMENT L L P/NC560,381560,244-1370.390.39+0.00sell
Legacy Investment Solutions, LLC1,9071,734-1730.050.04-0.01sell
Legacy Wealth Managment, LLC/ID1,9071,734-1730.050.04-0.01sell
RICHARDSON FINANCIAL SERVICES INC.410228-1820.010.01-0.01sell
Addison Advisors LLC425191-2340.000.00-0.00sell
Byrne Asset Management LLC780540-2400.020.01-0.01sell
Summit Global Investments11,77311,445-3280.030.03-0.00sell
GW&K Investment Management, LLC1,8111,456-3550.000.00-0.00sell
Sippican Capital Advisors16,90016,325-5750.470.46-0.01sell
Cetera Trust Company, N.A3,0402,440-6000.070.06-0.01sell
Stonehearth Capital Management, LLC7,2106,528-6820.110.10-0.01sell
Hodges Capital Management Inc.143,649142,794-8550.370.33-0.04sell
CHOREO, LLC19,52518,634-8910.010.01-0.00sell
CONNORS INVESTOR SERVICES INC57,43956,173-1,2660.220.20-0.02sell
Blackstone Inc.25,37124,034-1,3370.000.00-0.00sell
STRS OHIO25,60024,100-1,5000.000.00-0.00sell
Ellevest, Inc.29,31327,122-2,1910.060.06-0.00sell
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