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

AE 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 		$490K Buy
+18,754
New +$563K ﹤0.01% 1227
2023
Q4 		– Sell
-13,497
Closed -$535K – 2170
2023
Q3 		$535K Buy
+13,497
New +$512K ﹤0.01% 1340
2022
Q4 		– Sell
-18,448
Closed -$694K – 1911
2022
Q3 		$694K Buy
+18,448
New +$726K 0.01% 1084
2022
Q2 		– Sell
-17,416
Closed -$678K – 1825
2022
Q1 		$678K Buy
+17,416
New +$628K ﹤0.01% 1075

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

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

AE Wealth Management opened a new position in SM Energy (SM) in Q2 2026: 18,754 shares worth $490K. The stake represents ﹤0.01% of the portfolio and ranks #1227 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in SM as recently as Q3 2023.

AE Wealth Management first reported a position in SM in Q1 2022 and has held it in 4 quarters since. The position peaked at $694K in Q3 2022. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • AE Wealth Management held 18,754 shares of SM Energy worth $490K as of Q2 2026.
  • SM Energy was a new AE Wealth Management position in Q2 2026.
  • SM Energy made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1227 holding.
  • AE Wealth Management first reported a position in SM Energy in Q1 2022 and has held it in 4 quarters since.
  • AE Wealth Management's SM Energy position peaked at $694K in Q3 2022.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.