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Congress Asset Management’s SM Energy SM Stock Holding History

Congress Asset Management’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
Q3 		$4.66M Buy
137,815
+24,370
+21% +$816K 0.03% 268
2026
Q2 		$2.96M Buy
113,445
+1,166
+1% +$35K 0.02% 272
2026
Q1 		$3.5M Buy
112,279
+13,355
+14% +$305K 0.03% 268
2025
Q4 		$1.85M Sell
98,924
-1,113,851
-92% -$22.6M 0.01% 284
2025
Q3 		$30.3M Buy
1,212,775
+201,704
+20% +$5.44M 0.2% 124
2025
Q2 		$25M Sell
1,011,071
-248,556
-20% -$6.02M 0.17% 127
2025
Q1 		$37.7M Buy
1,259,627
+172,161
+16% +$6.17M 0.28% 116
2024
Q4 		$42.2M Sell
1,087,466
-3,169
-0.3% -$134K 0.28% 116
2024
Q3 		$43.6M Buy
1,090,635
+61,009
+6% +$2.65M 0.3% 110
2024
Q2 		$44.5M Buy
1,029,626
+8,594
+0.8% +$422K 0.32% 101
2024
Q1 		$50.9M Buy
1,021,032
+143,293
+16% +$5.86M 0.36% 91
2023
Q4 		$34M Buy
877,739
+785,222
+849% +$30.3M 0.27% 105
2023
Q3 		$3.67M Buy
+92,517
New +$3.51M 0.03% 242
2022
Q3 		– Sell
-90,195
Closed -$3.08M – 379
2022
Q2 		$3.08M Buy
90,195
+296
+0.3% +$12K 0.03% 249
2022
Q1 		$3.5M Buy
89,899
+3,393
+4% +$122K 0.03% 255
2021
Q4 		$2.55M Buy
+86,506
New +$2.7M 0.02% 260

Other funds holding SM

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Congress Asset Management's SM Position: Q3 2026 in Review

Congress Asset Management increased its SM Energy (SM) stake by 21% in Q3 2026, buying an estimated $816K and bringing the position to 137,815 shares worth $4.66M. The position accounts for 0.03% of the portfolio, ranked #268.

Congress Asset Management first reported a position in SM in Q4 2021 and has held it in 16 quarters since. The position peaked at $50.9M in Q1 2024. 19 funds tracked by Wall St. Rank hold SM as of Q3 2026.

  • Congress Asset Management held 137,815 shares of SM Energy worth $4.66M as of Q3 2026.
  • Congress Asset Management bought 24,370 SM Energy shares in Q3 2026, an estimated $816K.
  • SM Energy made up 0.03% of Congress Asset Management's portfolio in Q3 2026, its #268 holding.
  • Congress Asset Management first reported a position in SM Energy in Q4 2021 and has held it in 16 quarters since.
  • Congress Asset Management's SM Energy position peaked at $50.9M in Q1 2024.
  • 19 funds tracked by Wall St. Rank held SM Energy as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.