Burns Matteson Capital Management’s SM Energy SM Stock Holding History

Burns Matteson Capital Management’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	$486K	Buy	+18,628	New	+$559K	0.15%	117

Other funds holding SM

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Burns Matteson Capital Management's SM Position: Q2 2026 in Review

Burns Matteson Capital Management opened a new position in SM Energy (SM) in Q2 2026: 18,628 shares worth $486K. The stake represents 0.15% of the portfolio and ranks #117 among its holdings.

70 funds tracked by Wall St. Rank hold SM as of Q2 2026.

Burns Matteson Capital Management held 18,628 shares of SM Energy worth $486K as of Q2 2026.
SM Energy was a new Burns Matteson Capital Management position in Q2 2026.
SM Energy made up 0.15% of Burns Matteson Capital Management's portfolio in Q2 2026, its #117 holding.
70 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.