AWM
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Activest Wealth Management’s SM Energy SM Stock Holding History

Activest Wealth 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
2026
Q2 		$26 Buy
+1
New +$30 ﹤0.01% 1315
2025
Q1 		– Sell
-1
Closed -$36 – 1162
2024
Q4 		$39 Buy
+1
New +$42 ﹤0.01% 780

Other funds holding SM

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TCWA
Turtle Creek Wealth Advisors Dallas, Texas $1.89B AUM 33.61% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CCM
Collar Capital Management Appleton, Wisconsin $170M AUM 76.01% 1-Year Est. Return

Activest Wealth Management's SM Position: Q2 2026 in Review

Activest Wealth Management opened a new position in SM Energy (SM) in Q2 2026: 1 share worth $26. The stake represents ﹤0.01% of the portfolio and ranks #1315 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in SM as recently as Q4 2024.

Activest Wealth Management first reported a position in SM in Q4 2024 and has held it in 2 quarters since. The position peaked at $39 in Q4 2024. 114 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Activest Wealth Management held 1 share of SM Energy worth $26 as of Q2 2026.
  • SM Energy was a new Activest Wealth Management position in Q2 2026.
  • SM Energy made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1315 holding.
  • Activest Wealth Management first reported a position in SM Energy in Q4 2024 and has held it in 2 quarters since.
  • Activest Wealth Management's SM Energy position peaked at $39 in Q4 2024.
  • 114 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.