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Ancora Advisors’s SM Energy SM Stock Holding History

Ancora Advisors’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 		$2.61K Sell
100
-1,336
-93% -$40.1K ﹤0.01% 1741
2026
Q1 		$44.8K Buy
1,436
+1,336
+1,336% +$30.5K ﹤0.01% 1188
2025
Q4 		$1.87K Buy
+100
New +$2.03K ﹤0.01% 2142

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 $3.38T AUM 44.17% 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

Ancora Advisors's SM Position: Q2 2026 in Review

Ancora Advisors reduced its SM Energy (SM) stake by 93% in Q2 2026, selling an estimated $40.1K and leaving 100 shares worth $2.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1741.

Ancora Advisors first reported a position in SM in Q4 2025 and has held it in 3 quarters since. The position peaked at $44.8K in Q1 2026. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Ancora Advisors held 100 shares of SM Energy worth $2.61K as of Q2 2026.
  • Ancora Advisors sold 1,336 SM Energy shares in Q2 2026, an estimated $40.1K.
  • SM Energy made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1741 holding.
  • Ancora Advisors first reported a position in SM Energy in Q4 2025 and has held it in 3 quarters since.
  • Ancora Advisors's SM Energy position peaked at $44.8K in Q1 2026.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.