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Corigliano Investment Advisers’s SM Energy SM Stock Holding History

Corigliano Investment Advisers’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 		$17.5M Buy
560,000
+97,200
+21% +$2.22M 6.82% 3
2025
Q4 		$8.65M Buy
+462,800
New +$9.38M 3.07% 12
2025
Q2 		– Sell
-328,983
Closed -$9.85M – 58
2025
Q1 		$9.85M Buy
+328,983
New +$11.8M 4.37% 9

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

Corigliano Investment Advisers's SM Position: Q1 2026 in Review

Corigliano Investment Advisers increased its SM Energy (SM) stake by 21% in Q1 2026, buying an estimated $2.22M and bringing the position to 560,000 shares worth $17.5M. The position accounts for 6.82% of the portfolio, ranked #3.

Corigliano Investment Advisers first reported a position in SM in Q1 2025 and has held it in 3 quarters since. 514 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • Corigliano Investment Advisers held 560,000 shares of SM Energy worth $17.5M as of Q1 2026.
  • Corigliano Investment Advisers bought 97,200 SM Energy shares in Q1 2026, an estimated $2.22M.
  • SM Energy made up 6.82% of Corigliano Investment Advisers's portfolio in Q1 2026, its #3 holding.
  • Corigliano Investment Advisers first reported a position in SM Energy in Q1 2025 and has held it in 3 quarters since.
  • 514 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on Corigliano Investment Advisers's 13F filing for Q1 2026, filed 15 May 2026.