BI Asset Management Fondsmaeglerselskab’s SM Energy SM Stock Holding History

BI Asset Management Fondsmaeglerselskab’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	$68K	Buy	+2,606	New	+$78.3K	﹤0.01%	624
2024 Q4	–	Sell	-26,002	Closed	-$1.04M	–	755
2024 Q3	$1.04M	Buy	+26,002	New	+$1.13M	0.02%	379
2023 Q2	–	Sell	-3,894	Closed	-$110K	–	790
2023 Q1	$110K	Buy	3,894 +1,947	+100%	+$59.4K	﹤0.01%	662
2022 Q4	$68K	Buy	+1,947	New	+$81K	﹤0.01%	626

Other funds holding SM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab's SM Position: Q2 2026 in Review

BI Asset Management Fondsmaeglerselskab opened a new position in SM Energy (SM) in Q2 2026: 2,606 shares worth $68K. The stake represents ﹤0.01% of the portfolio and ranks #624 among its holdings. This is a return to the name: BI Asset Management Fondsmaeglerselskab previously reported a position in SM as recently as Q3 2024.

BI Asset Management Fondsmaeglerselskab first reported a position in SM in Q4 2022 and has held it in 4 quarters since. The position peaked at $1.04M in Q3 2024. 286 funds tracked by Wall St. Rank hold SM as of Q2 2026.

BI Asset Management Fondsmaeglerselskab held 2,606 shares of SM Energy worth $68K as of Q2 2026.
SM Energy was a new BI Asset Management Fondsmaeglerselskab position in Q2 2026.
SM Energy made up ﹤0.01% of BI Asset Management Fondsmaeglerselskab's portfolio in Q2 2026, its #624 holding.
BI Asset Management Fondsmaeglerselskab first reported a position in SM Energy in Q4 2022 and has held it in 4 quarters since.
BI Asset Management Fondsmaeglerselskab's SM Energy position peaked at $1.04M in Q3 2024.
286 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on BI Asset Management Fondsmaeglerselskab's 13F filing for Q2 2026, filed 10 Aug 2026.