Commonwealth Equity Services
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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
Q2 		$290K Buy
11,124
+1,975
+22% +$59.3K ﹤0.01% 3784
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

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

Commonwealth Equity Services's SM Position: Q2 2026 in Review

Commonwealth Equity Services increased its SM Energy (SM) stake by 22% in Q2 2026, buying an estimated $59.3K and bringing the position to 11,124 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #3784.

Commonwealth Equity Services first reported a position in SM in Q4 2013 and has held it in 15 quarters since. The position peaked at $1.41M in Q2 2014. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Commonwealth Equity Services held 11,124 shares of SM Energy worth $290K as of Q2 2026.
  • Commonwealth Equity Services bought 1,975 SM Energy shares in Q2 2026, an estimated $59.3K.
  • SM Energy made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3784 holding.
  • Commonwealth Equity Services first reported a position in SM Energy in Q4 2013 and has held it in 15 quarters since.
  • Commonwealth Equity Services's SM Energy position peaked at $1.41M in Q2 2014.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.