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CoreCap Advisors’s SM Energy SM Stock Holding History

CoreCap 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 		$8.17K Buy
313
+301
+2,508% +$9.04K ﹤0.01% 2138
2026
Q1 		$374 Buy
+12
New +$274 ﹤0.01% 2697
2025
Q2 		– Sell
-15
Closed -$449 – 3199
2025
Q1 		$449 Buy
+15
New +$538 ﹤0.01% 2720

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

CoreCap Advisors's SM Position: Q2 2026 in Review

CoreCap Advisors increased its SM Energy (SM) stake by 2,508% in Q2 2026, buying an estimated $9.04K and bringing the position to 313 shares worth $8.17K. The position accounts for ﹤0.01% of the portfolio, ranked #2138.

CoreCap Advisors first reported a position in SM in Q1 2025 and has held it in 3 quarters since. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • CoreCap Advisors held 313 shares of SM Energy worth $8.17K as of Q2 2026.
  • CoreCap Advisors bought 301 SM Energy shares in Q2 2026, an estimated $9.04K.
  • SM Energy made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2138 holding.
  • CoreCap Advisors first reported a position in SM Energy in Q1 2025 and has held it in 3 quarters since.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.