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Choreo LLC’s SM Energy SM Stock Holding History

Choreo LLC’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 		$672K Buy
25,754
+1,170
+5% +$35.1K 0.01% 827
2026
Q1 		$767K Buy
24,584
+5,163
+27% +$118K 0.01% 736
2025
Q4 		$365K Sell
19,421
-1,439
-7% -$29.2K ﹤0.01% 1096
2025
Q3 		$521K Sell
20,860
-132
-0.6% -$3.56K 0.01% 906
2025
Q2 		$519K Buy
20,992
+3,443
+20% +$83.4K 0.01% 874
2025
Q1 		$526K Sell
17,549
-1,085
-6% -$38.9K 0.01% 805
2024
Q4 		$717K Sell
18,634
-891
-5% -$37.6K 0.01% 709
2024
Q3 		$807K Buy
19,525
+1,367
+8% +$59.3K 0.01% 657
2024
Q2 		$793K Buy
+18,158
New +$892K 0.01% 609

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

Choreo LLC's SM Position: Q2 2026 in Review

Choreo LLC increased its SM Energy (SM) stake by 4.8% in Q2 2026, buying an estimated $35.1K and bringing the position to 25,754 shares worth $672K. The position accounts for 0.01% of the portfolio, ranked #827.

Choreo LLC first reported a position in SM in Q2 2024 and has held it in 9 quarters since. The position peaked at $807K in Q3 2024. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Choreo LLC held 25,754 shares of SM Energy worth $672K as of Q2 2026.
  • Choreo LLC bought 1,170 SM Energy shares in Q2 2026, an estimated $35.1K.
  • SM Energy made up 0.01% of Choreo LLC's portfolio in Q2 2026, its #827 holding.
  • Choreo LLC first reported a position in SM Energy in Q2 2024 and has held it in 9 quarters since.
  • Choreo LLC's SM Energy position peaked at $807K in Q3 2024.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.