Commonwealth Equity Services

Commonwealth Equity Services’s SM Energy SM Stock Holding History

Commonwealth Equity Services’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 Q1	$285K	Buy	+9,149	New	+$209K	﹤0.01%	3682
2022 Q2	–	Sell	-9,181	Closed	-$357K	–	3789
2022 Q1	$357K	Buy	+9,181	New	+$331K	﹤0.01%	2815
2016 Q4	–	Sell	-6,024	Closed	-$232K	–	2360
2016 Q3	$232K	Sell	6,024 -18,107	-75%	-$580K	﹤0.01%	1900
2016 Q2	$652K	Buy	24,131 +5,960	+33%	+$167K	0.01%	1201
2016 Q1	$341K	Buy	18,171 +819	+5%	+$11.3K	﹤0.01%	1548
2015 Q4	$341K	Sell	17,352 -2,385	-12%	-$72.7K	﹤0.01%	1516
2015 Q3	$632K	Sell	19,737 -119	-0.6%	-$4.32K	0.01%	1121
2015 Q2	$916K	Buy	19,856 +307	+2%	+$16.2K	0.01%	1007
2015 Q1	$1.01M	Buy	19,549 +1,889	+11%	+$82K	0.01%	946
2014 Q4	$681K	Buy	17,660 +673	+4%	+$33.7K	0.01%	1095
2014 Q3	$1.32M	Buy	16,987 +267	+2%	+$21.8K	0.02%	724
2014 Q2	$1.41M	Sell	16,720 -1,419	-8%	-$109K	0.02%	699
2014 Q1	$1.29M	Buy	18,139 +14,948	+468%	+$1.17M	0.02%	682
2013 Q4	$265K	Buy	+3,191	New	+$272K	﹤0.01%	1523

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Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $4.36B AUM 24.94% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return