CA
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Clearstead Advisors’s SM Energy SM Stock Holding History

Clearstead Advisors’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 		$4.65K Buy
+178
New +$5.35K ﹤0.01% 2217
2025
Q3 		– Sell
-334
Closed -$8.25K – 3231
2025
Q2 		$8.25K Hold
334
– – ﹤0.01% 1950
2025
Q1 		$10K Sell
334
-83
-20% -$2.98K ﹤0.01% 1603
2024
Q4 		$16.2K Hold
417
– – ﹤0.01% 1453
2024
Q3 		$16.7K Buy
+417
New +$18.1K ﹤0.01% 1476

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

Clearstead Advisors's SM Position: Q2 2026 in Review

Clearstead Advisors opened a new position in SM Energy (SM) in Q2 2026: 178 shares worth $4.65K. The stake represents ﹤0.01% of the portfolio and ranks #2217 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in SM as recently as Q2 2025.

Clearstead Advisors first reported a position in SM in Q3 2024 and has held it in 5 quarters since. The position peaked at $16.7K in Q3 2024. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Clearstead Advisors held 178 shares of SM Energy worth $4.65K as of Q2 2026.
  • SM Energy was a new Clearstead Advisors position in Q2 2026.
  • SM Energy made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2217 holding.
  • Clearstead Advisors first reported a position in SM Energy in Q3 2024 and has held it in 5 quarters since.
  • Clearstead Advisors's SM Energy position peaked at $16.7K in Q3 2024.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.