Aigen Investment Management’s SM Energy SM Stock Holding History

Aigen Investment 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	$206K	Sell	7,908 -6,497	-45%	-$195K	0.06%	431
2026 Q1	$449K	Sell	14,405 -52,654	-79%	-$1.2M	0.12%	239
2025 Q4	$1.25M	Buy	+67,059	New	+$1.36M	0.29%	91
2023 Q3	–	Sell	-11,016	Closed	-$348K	–	1062
2023 Q2	$348K	Sell	11,016 -791	-7%	-$22.3K	0.05%	442
2023 Q1	$332K	Buy	+11,807	New	+$360K	0.05%	406
2022 Q4	–	Sell	-34,817	Closed	-$1.31M	–	752
2022 Q3	$1.31M	Buy	34,817 +784	+2%	+$30.8K	0.19%	158
2022 Q2	$1.16M	Buy	+34,033	New	+$1.38M	0.2%	151
2021 Q4	–	Sell	-54,003	Closed	-$1.43M	–	1174
2021 Q3	$1.43M	Buy	54,003 +31,928	+145%	+$645K	0.27%	107
2021 Q2	$544K	Buy	+22,075	New	+$428K	0.09%	219
2020 Q1	–	Sell	-4,587	Closed	-$52K	–	1535
2019 Q4	$52K	Buy	+4,587	New	+$41.3K	0.01%	804

Other funds holding SM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aigen Investment Management's SM Position: Q2 2026 in Review

Aigen Investment Management reduced its SM Energy (SM) stake by 45% in Q2 2026, selling an estimated $195K and leaving 7,908 shares worth $206K. The position accounts for 0.06% of the portfolio, ranked #431.

Aigen Investment Management first reported a position in SM in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.43M in Q3 2021. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

Aigen Investment Management held 7,908 shares of SM Energy worth $206K as of Q2 2026.
Aigen Investment Management sold 6,497 SM Energy shares in Q2 2026, an estimated $195K.
SM Energy made up 0.06% of Aigen Investment Management's portfolio in Q2 2026, its #431 holding.
Aigen Investment Management first reported a position in SM Energy in Q4 2019 and has held it in 10 quarters since.
Aigen Investment Management's SM Energy position peaked at $1.43M in Q3 2021.
498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Aigen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.