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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 $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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

AlphaQuest's SM Position: Q1 2026 in Review

AlphaQuest sold out of SM Energy (SM) in Q1 2026, closing a stake of 83,220 shares — an estimated $1.56M sold.

AlphaQuest first reported a position in SM in Q1 2024 and held it in 7 quarters. The position peaked at $1.56M in Q4 2025. 514 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • AlphaQuest reported no remaining SM Energy position as of Q1 2026 after selling out during the quarter.
  • AlphaQuest sold 83,220 SM Energy shares in Q1 2026, an estimated $1.56M.
  • AlphaQuest first reported a position in SM Energy in Q1 2024 and held it in 7 quarters.
  • AlphaQuest's SM Energy position peaked at $1.56M in Q4 2025.
  • 514 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.