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Atomi Financial Group’s SM Energy SM Stock Holding History

Atomi Financial Group’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 		– Sell
-19,746
Closed -$616K – 1321
2026
Q1 		$616K Buy
+19,746
New +$450K 0.02% 633
2024
Q3 		– Sell
-5,319
Closed -$230K – 933
2024
Q2 		$230K Buy
+5,319
New +$261K 0.02% 688

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 $3.37T AUM 44.26% 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

Atomi Financial Group's SM Position: Q2 2026 in Review

Atomi Financial Group sold out of SM Energy (SM) in Q2 2026, closing a stake of 19,746 shares — an estimated $616K sold.

Atomi Financial Group first reported a position in SM in Q2 2024 and held it in 2 quarters. The position peaked at $616K in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Atomi Financial Group reported no remaining SM Energy position as of Q2 2026 after selling out during the quarter.
  • Atomi Financial Group sold 19,746 SM Energy shares in Q2 2026, an estimated $616K.
  • Atomi Financial Group first reported a position in SM Energy in Q2 2024 and held it in 2 quarters.
  • Atomi Financial Group's SM Energy position peaked at $616K in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.