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Bridgewater Associates’s SM Energy SM Stock Holding History

Bridgewater Associates’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 		$6.92M Buy
+265,019
New +$7.96M 0.03% 409
2026
Q1 		– Sell
-47,514
Closed -$889K – 1201
2025
Q4 		$889K Sell
47,514
-434,636
-90% -$8.8M ﹤0.01% 905
2025
Q3 		$12M Buy
482,150
+133,116
+38% +$3.59M 0.05% 301
2025
Q2 		$8.62M Buy
349,034
+313,165
+873% +$7.58M 0.03% 275
2025
Q1 		$1.07M Sell
35,869
-267,535
-88% -$9.6M 0.01% 516
2024
Q4 		$11.8M Sell
303,404
-180,715
-37% -$7.63M 0.05% 233
2024
Q3 		$19.4M Buy
484,119
+279,417
+136% +$12.1M 0.11% 160
2024
Q2 		$8.85M Buy
+204,702
New +$10.1M 0.05% 265
2023
Q4 		– Sell
-141,268
Closed -$5.6M – 806
2023
Q3 		$5.6M Buy
+141,268
New +$5.36M 0.03% 339
2022
Q4 		– Sell
-91,399
Closed -$3.44M – 922
2022
Q3 		$3.44M Buy
+91,399
New +$3.6M 0.02% 458
2015
Q2 		– Sell
-4,157
Closed -$215K – 390
2015
Q1 		$215K Buy
+4,157
New +$180K ﹤0.01% 312
2014
Q4 		– Sell
-18,483
Closed -$1.44M – 407
2014
Q3 		$1.44M Buy
+18,483
New +$1.51M 0.01% 193

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

Bridgewater Associates's SM Position: Q2 2026 in Review

Bridgewater Associates opened a new position in SM Energy (SM) in Q2 2026: 265,019 shares worth $6.92M. The stake represents 0.03% of the portfolio and ranks #409 among its holdings. This is a return to the name: Bridgewater Associates previously reported a position in SM as recently as Q4 2025.

Bridgewater Associates first reported a position in SM in Q3 2014 and has held it in 12 quarters since. The position peaked at $19.4M in Q3 2024. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Bridgewater Associates held 265,019 shares of SM Energy worth $6.92M as of Q2 2026.
  • SM Energy was a new Bridgewater Associates position in Q2 2026.
  • SM Energy made up 0.03% of Bridgewater Associates's portfolio in Q2 2026, its #409 holding.
  • Bridgewater Associates first reported a position in SM Energy in Q3 2014 and has held it in 12 quarters since.
  • Bridgewater Associates's SM Energy position peaked at $19.4M in Q3 2024.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.