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Avantax Planning Partners’s SM Energy SM Stock Holding History

Avantax Planning Partners’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 		$218K Buy
8,351
+7
+0.1% +$210 0.01% 426
2026
Q1 		$260K Buy
+8,344
New +$190K 0.01% 376
2018
Q4 		– Sell
-600
Closed -$19K – 1045
2018
Q3 		$19K Buy
+600
New +$17.2K ﹤0.01% 721
2018
Q2 		– Sell
-258
Closed -$5K – 1280
2018
Q1 		$5K Buy
+258
New +$5.58K ﹤0.01% 1354

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

Avantax Planning Partners's SM Position: Q2 2026 in Review

Avantax Planning Partners increased its SM Energy (SM) stake by 0.08% in Q2 2026, buying an estimated $210 and bringing the position to 8,351 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #426.

Avantax Planning Partners first reported a position in SM in Q1 2018 and has held it in 4 quarters since. The position peaked at $260K in Q1 2026. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Avantax Planning Partners held 8,351 shares of SM Energy worth $218K as of Q2 2026.
  • Avantax Planning Partners bought 7 SM Energy shares in Q2 2026, an estimated $210.
  • SM Energy made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #426 holding.
  • Avantax Planning Partners first reported a position in SM Energy in Q1 2018 and has held it in 4 quarters since.
  • Avantax Planning Partners's SM Energy position peaked at $260K in Q1 2026.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.