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Advisory Services Network’s SM Energy SM Stock Holding History

Advisory Services Network’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 		$331K Buy
12,665
+683
+6% +$20.5K ﹤0.01% 1671
2026
Q1 		$374K Buy
+11,982
New +$273K 0.01% 1449
2025
Q4 		– Sell
-3,208
Closed -$80.1K – 3883
2025
Q3 		$80.1K Buy
+3,208
New +$86.5K ﹤0.01% 2190
2024
Q1 		– Sell
-90
Closed -$3.48K – 3331
2023
Q4 		$3.48K Buy
+90
New +$3.47K ﹤0.01% 3232
2023
Q1 		– Sell
-650
Closed -$22.6K – 4124
2022
Q4 		$22.6K Buy
+650
New +$27K ﹤0.01% 2398
2020
Q1 		– Sell
-3,149
Closed -$35K – 3258
2019
Q4 		$35K Buy
+3,149
New +$28.4K ﹤0.01% 1698
2018
Q4 		– Sell
-640
Closed -$20K – 2657
2018
Q3 		$20K Sell
640
-453
-41% -$13K ﹤0.01% 1574
2018
Q2 		$30K Sell
1,093
-100
-8% -$2.34K ﹤0.01% 1396
2018
Q1 		$22K Buy
1,193
+400
+50% +$8.64K ﹤0.01% 1624
2017
Q4 		$18K Sell
793
-2,200
-74% -$44.4K ﹤0.01% 1655
2017
Q3 		$53K Sell
2,993
-402
-12% -$6.28K 0.01% 1083
2017
Q2 		$56K Buy
3,395
+1,845
+119% +$36.6K 0.01% 1014
2017
Q1 		$37K Buy
+1,550
New +$42.9K 0.01% 1075
2016
Q1 		– Sell
-350
Closed -$7K – 1767
2015
Q4 		$7K Buy
350
+180
+106% +$5.49K ﹤0.01% 1041
2015
Q3 		$5K Buy
170
+69
+68% +$2.5K ﹤0.01% 1139
2015
Q2 		$5K Buy
+101
New +$5.33K ﹤0.01% 1089
2015
Q1 		– Sell
-62
Closed -$2K – 1341
2014
Q4 		$2K Buy
+62
New +$3.11K ﹤0.01% 1104

Other funds holding SM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisory Services Network's SM Position: Q2 2026 in Review

Advisory Services Network increased its SM Energy (SM) stake by 5.7% in Q2 2026, buying an estimated $20.5K and bringing the position to 12,665 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #1671.

Advisory Services Network first reported a position in SM in Q4 2014 and has held it in 17 quarters since. The position peaked at $374K in Q1 2026. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Advisory Services Network held 12,665 shares of SM Energy worth $331K as of Q2 2026.
  • Advisory Services Network bought 683 SM Energy shares in Q2 2026, an estimated $20.5K.
  • SM Energy made up ﹤0.01% of Advisory Services Network's portfolio in Q2 2026, its #1671 holding.
  • Advisory Services Network first reported a position in SM Energy in Q4 2014 and has held it in 17 quarters since.
  • Advisory Services Network's SM Energy position peaked at $374K in Q1 2026.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.