A
SM icon

AlphaQuest’s SM Energy SM Stock Holding History

AlphaQuest’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 		– Sell
-83,220
Closed -$1.56M – 1767
2025
Q4 		$1.56M Buy
83,220
+80,727
+3,238% +$1.64M 0.09% 263
2025
Q3 		$62.3K Sell
2,493
-8,612
-78% -$232K ﹤0.01% 1873
2025
Q2 		$274K Sell
11,105
-5,014
-31% -$121K 0.03% 939
2025
Q1 		$483K Buy
16,119
+6,713
+71% +$241K 0.05% 538
2024
Q4 		$365K Sell
9,406
-6,227
-40% -$263K 0.05% 615
2024
Q3 		$625K Buy
+15,633
New +$678K 0.06% 565
2024
Q2 		– Sell
-9
Closed -$449 – 1865
2024
Q1 		$449 Buy
+9
New +$368 ﹤0.01% 1540

Other funds holding SM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.36B AUM 24.94% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return