Activest Wealth Management
SM icon

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
Q3 		$236 Buy
7
+6
+600% +$201 ﹤0.01% 961
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

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Principal Financial Group
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Fisher Asset Management
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Creative Planning
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Barclays
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Pekin Hardy Strauss
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Activest Wealth Management's SM Position: Q3 2026 in Review

Activest Wealth Management increased its SM Energy (SM) stake by 600% in Q3 2026, buying an estimated $201 and bringing the position to 7 shares worth $236. The position accounts for ﹤0.01% of the portfolio, ranked #961.

Activest Wealth Management first reported a position in SM in Q4 2024 and has held it in 3 quarters since. 232 funds tracked by Wall St. Rank hold SM as of Q3 2026.

  • Activest Wealth Management held 7 shares of SM Energy worth $236 as of Q3 2026.
  • Activest Wealth Management bought 6 SM Energy shares in Q3 2026, an estimated $201.
  • SM Energy made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #961 holding.
  • Activest Wealth Management first reported a position in SM Energy in Q4 2024 and has held it in 3 quarters since.
  • 232 funds tracked by Wall St. Rank held SM Energy as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.