BIG
SM icon

Brooklyn Investment Group’s SM Energy SM Stock Holding History

Brooklyn Investment Group’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 		$656K Buy
+21,039
New +$480K 0.02% 830
2025
Q3 		– Sell
-879
Closed -$21.7K – 2367
2025
Q2 		$21.7K Sell
879
-259
-23% -$6.27K ﹤0.01% 1788
2025
Q1 		$34.1K Buy
1,138
+1,043
+1,098% +$37.4K 0.01% 942
2024
Q4 		$3.68K Buy
+95
New +$4.01K ﹤0.01% 1302

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

Brooklyn Investment Group's SM Position: Q1 2026 in Review

Brooklyn Investment Group opened a new position in SM Energy (SM) in Q1 2026: 21,039 shares worth $656K. The stake represents 0.02% of the portfolio and ranks #830 among its holdings. This is a return to the name: Brooklyn Investment Group previously reported a position in SM as recently as Q2 2025.

Brooklyn Investment Group first reported a position in SM in Q4 2024 and has held it in 4 quarters since. 514 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • Brooklyn Investment Group held 21,039 shares of SM Energy worth $656K as of Q1 2026.
  • SM Energy was a new Brooklyn Investment Group position in Q1 2026.
  • SM Energy made up 0.02% of Brooklyn Investment Group's portfolio in Q1 2026, its #830 holding.
  • Brooklyn Investment Group first reported a position in SM Energy in Q4 2024 and has held it in 4 quarters since.
  • 514 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.