Cetera Investment Advisers
SM icon

Cetera Investment Advisers’s SM Energy SM Stock Holding History

Cetera Investment Advisers’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 		$2.69M Sell
102,903
-5,116
-5% -$154K ﹤0.01% 2141
2026
Q1 		$3.37M Buy
108,019
+86,658
+406% +$1.98M ﹤0.01% 1807
2025
Q4 		$399K Sell
21,361
-1,019
-5% -$20.6K ﹤0.01% 3639
2025
Q3 		$559K Buy
22,380
+5,754
+35% +$155K ﹤0.01% 3288
2025
Q2 		$411K Sell
16,626
-56
-0.3% -$1.36K ﹤0.01% 3122
2025
Q1 		$500K Sell
16,682
-13,133
-44% -$471K ﹤0.01% 2843
2024
Q4 		$1.16M Buy
29,815
+2,394
+9% +$101K ﹤0.01% 2067
2024
Q3 		$1.1M Buy
27,421
+3,389
+14% +$147K ﹤0.01% 2059
2024
Q2 		$1.04M Buy
24,032
+1,718
+8% +$84.4K ﹤0.01% 2054
2024
Q1 		$1.11M Buy
+22,314
New +$912K ﹤0.01% 1989
2022
Q2 		– Sell
-7,739
Closed -$301K – 1940
2022
Q1 		$301K Buy
7,739
+33
+0.4% +$1.19K ﹤0.01% 1475
2021
Q4 		$227K Buy
7,706
+6
+0.1% +$187 ﹤0.01% 1650
2021
Q3 		$203K Buy
+7,700
New +$156K ﹤0.01% 1668

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

Cetera Investment Advisers's SM Position: Q2 2026 in Review

Cetera Investment Advisers reduced its SM Energy (SM) stake by 4.7% in Q2 2026, selling an estimated $154K and leaving 102,903 shares worth $2.69M. The position accounts for ﹤0.01% of the portfolio, ranked #2141.

Cetera Investment Advisers first reported a position in SM in Q3 2021 and has held it in 13 quarters since. The position peaked at $3.37M in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Cetera Investment Advisers held 102,903 shares of SM Energy worth $2.69M as of Q2 2026.
  • Cetera Investment Advisers sold 5,116 SM Energy shares in Q2 2026, an estimated $154K.
  • SM Energy made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2141 holding.
  • Cetera Investment Advisers first reported a position in SM Energy in Q3 2021 and has held it in 13 quarters since.
  • Cetera Investment Advisers's SM Energy position peaked at $3.37M in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.