C
SM icon

Covestor’s SM Energy SM Stock Holding History

Covestor’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 		$83K Sell
3,176
-3,574
-53% -$107K 0.05% 477
2026
Q1 		$210K Sell
6,750
-1,214
-15% -$27.7K 0.15% 104
2025
Q4 		$149K Buy
7,964
+1,858
+30% +$37.6K 0.08% 348
2025
Q3 		$152K Buy
6,106
+1,969
+48% +$53.1K 0.08% 332
2025
Q2 		$102K Buy
4,137
+3,660
+767% +$88.6K 0.06% 546
2025
Q1 		$14K Buy
477
+1
+0.2% +$36 0.01% 1321
2024
Q4 		$18K Buy
476
+2
+0.4% +$84 0.01% 1254
2024
Q3 		$19K Buy
474
+206
+77% +$8.94K 0.01% 1239
2024
Q2 		$12K Sell
268
-142
-35% -$6.97K 0.01% 1432
2024
Q1 		$20K Hold
410
– – 0.01% 1224
2023
Q4 		$16K Sell
410
-654
-61% -$25.2K 0.01% 1283
2023
Q3 		$42K Buy
1,064
+794
+294% +$30.1K 0.03% 847
2023
Q2 		$9K Sell
270
-2
-0.7% -$57 0.01% 1530
2023
Q1 		$8K Hold
272
– – 0.01% 1436
2022
Q4 		$10K Sell
272
-2
-0.7% -$83 0.01% 1339
2022
Q3 		$10K Sell
274
-51
-16% -$2.01K 0.01% 1276
2022
Q2 		$11K Buy
325
+308
+1,812% +$12.5K 0.01% 1189
2022
Q1 		$1K Sell
17
-4
-19% -$144 ﹤0.01% 1942
2021
Q4 		$1K Buy
+21
New +$656 ﹤0.01% 1933

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

Covestor's SM Position: Q2 2026 in Review

Covestor reduced its SM Energy (SM) stake by 53% in Q2 2026, selling an estimated $107K and leaving 3,176 shares worth $83K. The position accounts for 0.05% of the portfolio, ranked #477.

Covestor first reported a position in SM in Q4 2021 and has held it in 19 quarters since. The position peaked at $210K in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Covestor held 3,176 shares of SM Energy worth $83K as of Q2 2026.
  • Covestor sold 3,574 SM Energy shares in Q2 2026, an estimated $107K.
  • SM Energy made up 0.05% of Covestor's portfolio in Q2 2026, its #477 holding.
  • Covestor first reported a position in SM Energy in Q4 2021 and has held it in 19 quarters since.
  • Covestor's SM Energy position peaked at $210K in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.