BC
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Brookfield Corp’s SM Energy SM Stock Holding History

Brookfield Corp’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
Q1 		$998K Buy
+32,016
New +$730K ﹤0.01% 97
2017
Q2 		– Sell
-22,540
Closed -$541K – 168
2017
Q1 		$541K Hold
22,540
– – ﹤0.01% 134
2016
Q4 		$777K Buy
+22,540
New +$814K ﹤0.01% 158
2016
Q2 		– Sell
-83,569
Closed -$1.57M – 249
2016
Q1 		$1.57M Sell
83,569
-59,350
-42% -$819K 0.01% 138
2015
Q4 		$2.81M Buy
142,919
+84,879
+146% +$2.59M 0.02% 122
2015
Q3 		$1.86M Buy
58,040
+44,140
+318% +$1.6M 0.01% 125
2015
Q2 		$641K Buy
13,900
+8,640
+164% +$456K ﹤0.01% 159
2015
Q1 		$272K Buy
5,260
+3,460
+192% +$150K ﹤0.01% 162
2014
Q4 		$69K Buy
+1,800
New +$90.2K ﹤0.01% 155

Other funds holding SM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.36B AUM 24.94% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return