CFFP
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Center for Financial Planning’s SM Energy SM Stock Holding History

Center for Financial Planning’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 		– Sell
-1,000
Closed -$31.2K – 683
2026
Q1 		$31.2K Buy
+1,000
New +$22.8K ﹤0.01% 367

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

Center for Financial Planning's SM Position: Q2 2026 in Review

Center for Financial Planning sold out of SM Energy (SM) in Q2 2026, closing a stake of 1,000 shares — an estimated $31.2K sold.

Center for Financial Planning first reported a position in SM in Q1 2026 and held it in 1 quarter. The position peaked at $31.2K in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Center for Financial Planning reported no remaining SM Energy position as of Q2 2026 after selling out during the quarter.
  • Center for Financial Planning sold 1,000 SM Energy shares in Q2 2026, an estimated $31.2K.
  • Center for Financial Planning first reported a position in SM Energy in Q1 2026 and held it in 1 quarter.
  • Center for Financial Planning's SM Energy position peaked at $31.2K in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.