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Bruce G. Allen Investments’s SM Energy SM Stock Holding History

Bruce G. Allen Investments’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 		$2.58K Buy
99
+10
+11% +$300 ﹤0.01% 645
2026
Q1 		$2.77K Buy
+89
New +$2.03K ﹤0.01% 650
2025
Q4 		– Sell
-42
Closed -$1.05K – 1119
2025
Q3 		$1.05K Hold
42
– – ﹤0.01% 819
2025
Q2 		$1.04K Buy
42
+19
+83% +$460 ﹤0.01% 815
2025
Q1 		$689 Buy
+23
New +$825 ﹤0.01% 876
2024
Q4 		– Sell
-15
Closed -$600 – 1144
2024
Q3 		$600 Buy
+15
New +$651 ﹤0.01% 922

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

Bruce G. Allen Investments's SM Position: Q2 2026 in Review

Bruce G. Allen Investments increased its SM Energy (SM) stake by 11% in Q2 2026, buying an estimated $300 and bringing the position to 99 shares worth $2.58K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

Bruce G. Allen Investments first reported a position in SM in Q3 2024 and has held it in 6 quarters since. The position peaked at $2.77K in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Bruce G. Allen Investments held 99 shares of SM Energy worth $2.58K as of Q2 2026.
  • Bruce G. Allen Investments bought 10 SM Energy shares in Q2 2026, an estimated $300.
  • SM Energy made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #645 holding.
  • Bruce G. Allen Investments first reported a position in SM Energy in Q3 2024 and has held it in 6 quarters since.
  • Bruce G. Allen Investments's SM Energy position peaked at $2.77K in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.