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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $4.36B AUM 24.94% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return