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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
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

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

Congress Asset Management's SM Position: Q2 2026 in Review

Congress Asset Management increased its SM Energy (SM) stake by 1% in Q2 2026, buying an estimated $35K and bringing the position to 113,445 shares worth $2.96M. The position accounts for 0.02% of the portfolio, ranked #272.

Congress Asset Management first reported a position in SM in Q4 2021 and has held it in 15 quarters since. The position peaked at $50.9M in Q1 2024. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Congress Asset Management held 113,445 shares of SM Energy worth $2.96M as of Q2 2026.
  • Congress Asset Management bought 1,166 SM Energy shares in Q2 2026, an estimated $35K.
  • SM Energy made up 0.02% of Congress Asset Management's portfolio in Q2 2026, its #272 holding.
  • Congress Asset Management first reported a position in SM Energy in Q4 2021 and has held it in 15 quarters since.
  • Congress Asset Management's SM Energy position peaked at $50.9M in Q1 2024.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.