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Cassaday & Co Wealth Management’s SM Energy SM Stock Holding History

Cassaday & Co Wealth 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 		$288 Hold
11
– – ﹤0.01% 1181
2026
Q1 		$343 Buy
+11
New +$251 ﹤0.01% 1219

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AC
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State Street
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American Century Companies
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Dimensional Fund Advisors
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DSC
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cassaday & Co Wealth Management's SM Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its SM Energy (SM) position steady in Q2 2026 at 11 shares worth $288. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

Cassaday & Co Wealth Management first reported a position in SM in Q1 2026 and has held it in 2 quarters since. The position peaked at $343 in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Cassaday & Co Wealth Management held 11 shares of SM Energy worth $288 as of Q2 2026.
  • Cassaday & Co Wealth Management left its SM Energy share count unchanged in Q2 2026.
  • SM Energy made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1181 holding.
  • Cassaday & Co Wealth Management first reported a position in SM Energy in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's SM Energy position peaked at $343 in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.