AlphaGrep UK’s SM Energy SM Stock Holding History

AlphaGrep UK’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	$493K	Buy	14,608 +5,341	+58%	+$179K	0.15%	250
2026 Q2	$242K	Buy	+9,267	New	+$278K	0.07%	605

Other funds holding SM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Donald Smith & Co New York $5.71B AUM 26.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

AlphaGrep UK's SM Position: Q3 2026 in Review

AlphaGrep UK increased its SM Energy (SM) stake by 58% in Q3 2026, buying an estimated $179K and bringing the position to 14,608 shares worth $493K. The position accounts for 0.15% of the portfolio, ranked #250.

AlphaGrep UK first reported a position in SM in Q2 2026 and has held it in 2 quarters since. 414 funds tracked by Wall St. Rank hold SM as of Q3 2026.

AlphaGrep UK held 14,608 shares of SM Energy worth $493K as of Q3 2026.
AlphaGrep UK bought 5,341 SM Energy shares in Q3 2026, an estimated $179K.
SM Energy made up 0.15% of AlphaGrep UK's portfolio in Q3 2026, its #250 holding.
AlphaGrep UK first reported a position in SM Energy in Q2 2026 and has held it in 2 quarters since.
414 funds tracked by Wall St. Rank held SM Energy as of Q3 2026.

Based on AlphaGrep UK's 13F filing for Q3 2026, filed 12 Nov 2026.