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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 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.

499 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.
499 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.