Boston Partners
SM icon

Boston Partners’s SM Energy SM Stock Holding History

Boston 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 		$25M Buy
937,303
+887,124
+1,768% +$26.6M 0.02% 364
2026
Q1 		$1.56M Sell
50,179
-79,126
-61% -$1.81M ﹤0.01% 598
2025
Q4 		$2.42M Buy
129,305
+21,485
+20% +$435K ﹤0.01% 547
2025
Q3 		$2.69M Buy
107,820
+16,004
+17% +$432K ﹤0.01% 529
2025
Q2 		$2.27M Buy
91,816
+53,731
+141% +$1.3M ﹤0.01% 530
2025
Q1 		$1.14M Buy
38,085
+8,475
+29% +$304K ﹤0.01% 549
2024
Q4 		$1.15M Sell
29,610
-4,843
-14% -$205K ﹤0.01% 555
2024
Q3 		$1.38M Sell
34,453
-768
-2% -$33.3K ﹤0.01% 565
2024
Q2 		$1.52M Buy
35,221
+16,615
+89% +$816K ﹤0.01% 540
2024
Q1 		$928K Buy
18,606
+1,065
+6% +$43.5K ﹤0.01% 581
2023
Q4 		$679K Sell
17,541
-62,879
-78% -$2.42M ﹤0.01% 586
2023
Q3 		$3.19M Sell
80,420
-7,376
-8% -$280K ﹤0.01% 445
2023
Q2 		$2.78M Buy
87,796
+2,054
+2% +$58K ﹤0.01% 449
2023
Q1 		$2.41M Sell
85,742
-32,367
-27% -$987K ﹤0.01% 447
2022
Q4 		$4.11M Buy
118,109
+498
+0.4% +$20.7K 0.01% 386
2022
Q3 		$4.42M Buy
117,611
+57,517
+96% +$2.26M 0.01% 400
2022
Q2 		$2.06M Sell
60,094
-115,962
-66% -$4.71M ﹤0.01% 439
2022
Q1 		$6.86M Buy
176,056
+85,363
+94% +$3.08M 0.01% 383
2021
Q4 		$2.67M Sell
90,693
-49,876
-35% -$1.56M ﹤0.01% 427
2021
Q3 		$3.71M Sell
140,569
-1,369
-1% -$27.7K ﹤0.01% 401
2021
Q2 		$3.5M Sell
141,938
-16,432
-10% -$318K ﹤0.01% 398
2021
Q1 		$2.59M Buy
+158,370
New +$2.02M ﹤0.01% 448
2013
Q4 		– Sell
-235,904
Closed -$18.2M – 726
2013
Q3 		$18.2M Sell
235,904
-422,624
-64% -$29.2M 0.04% 270
2013
Q2 		$39.5M Buy
+658,528
New +$40.1M 0.11% 166

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

Boston Partners's SM Position: Q2 2026 in Review

Boston Partners increased its SM Energy (SM) stake by 1,768% in Q2 2026, buying an estimated $26.6M and bringing the position to 937,303 shares worth $25M. The position accounts for 0.02% of the portfolio, ranked #364.

Boston Partners first reported a position in SM in Q2 2013 and has held it in 24 quarters since. The position peaked at $39.5M in Q2 2013. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Boston Partners held 937,303 shares of SM Energy worth $25M as of Q2 2026.
  • Boston Partners bought 887,124 SM Energy shares in Q2 2026, an estimated $26.6M.
  • SM Energy made up 0.02% of Boston Partners's portfolio in Q2 2026, its #364 holding.
  • Boston Partners first reported a position in SM Energy in Q2 2013 and has held it in 24 quarters since.
  • Boston Partners's SM Energy position peaked at $39.5M in Q2 2013.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Boston Partners's 13F filing for Q2 2026, filed 4 Aug 2026.