Advisornet Financial’s SM Energy SM Stock Holding History

Advisornet Financial’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 Q1	$1.81K	Hold	58	–	–	﹤0.01%	1929
2025 Q4	$1.08K	Hold	58	–	–	﹤0.01%	1981
2025 Q3	$1.45K	Hold	58	–	–	﹤0.01%	1918
2025 Q2	$1.43K	Hold	58	–	–	﹤0.01%	1891
2025 Q1	$1.74K	Hold	58	–	–	﹤0.01%	1806
2024 Q4	$2.25K	Sell	58 -25	-30%	-$1.06K	﹤0.01%	1601
2024 Q3	$3.32K	Buy	83 +25	+43%	+$1.08K	﹤0.01%	1662
2024 Q2	$2.51K	Hold	58	–	–	﹤0.01%	1587
2024 Q1	$2.89K	Sell	58 -35	-38%	-$1.43K	﹤0.01%	1545
2023 Q4	$3.6K	Buy	93 +6	+7%	+$231	﹤0.01%	1559
2023 Q3	$3.45K	Buy	87 +8	+10%	+$303	﹤0.01%	1511
2023 Q2	$2.5K	Sell	79 -2	-2%	-$57	﹤0.01%	1662
2023 Q1	$2.28K	Buy	81 +23	+40%	+$702	﹤0.01%	1671
2022 Q4	$2.02K	Hold	58	–	–	﹤0.01%	1667
2022 Q3	$2K	Hold	58	–	–	﹤0.01%	1705
2022 Q2	$2K	Buy	+58	New	+$2.36K	﹤0.01%	1731
2020 Q1	–	Sell	-21,280	Closed	-$239K	–	1919
2019 Q4	$239K	Hold	21,280	–	–	0.02%	470
2019 Q3	$206K	Hold	21,280	–	–	0.02%	502
2019 Q2	$266K	Hold	21,280	–	–	0.03%	402
2019 Q1	$372K	Buy	+21,280	New	+$378K	0.05%	328

Other funds holding SM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisornet Financial's SM Position: Q1 2026 in Review

Advisornet Financial held its SM Energy (SM) position steady in Q1 2026 at 58 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #1929.

Advisornet Financial first reported a position in SM in Q1 2019 and has held it in 20 quarters since. The position peaked at $372K in Q1 2019. 510 funds tracked by Wall St. Rank hold SM as of Q1 2026.

Advisornet Financial held 58 shares of SM Energy worth $1.81K as of Q1 2026.
Advisornet Financial left its SM Energy share count unchanged in Q1 2026.
SM Energy made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1929 holding.
Advisornet Financial first reported a position in SM Energy in Q1 2019 and has held it in 20 quarters since.
Advisornet Financial's SM Energy position peaked at $372K in Q1 2019.
510 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.