BTG Pactual Asset Management US’s SM Energy SM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.19M Sell
45,550
-3,910
-8% -$117K 0.07% 181
2026
Q1
$1.54M Buy
+49,460
New +$1.13M 0.13% 119

Other funds holding SM

BTG Pactual Asset Management US's SM Position: Q2 2026 in Review

BTG Pactual Asset Management US reduced its SM Energy (SM) stake by 7.9% in Q2 2026, selling an estimated $117K and leaving 45,550 shares worth $1.19M. The position accounts for 0.07% of the portfolio, ranked #181.

BTG Pactual Asset Management US first reported a position in SM in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.54M in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • BTG Pactual Asset Management US held 45,550 shares of SM Energy worth $1.19M as of Q2 2026.
  • BTG Pactual Asset Management US sold 3,910 SM Energy shares in Q2 2026, an estimated $117K.
  • SM Energy made up 0.07% of BTG Pactual Asset Management US's portfolio in Q2 2026, its #181 holding.
  • BTG Pactual Asset Management US first reported a position in SM Energy in Q1 2026 and has held it in 2 quarters since.
  • BTG Pactual Asset Management US's SM Energy position peaked at $1.54M in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on BTG Pactual Asset Management US's 13F filing for Q2 2026, filed 14 Aug 2026.