CFD
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Creative Financial Designs’s SM Energy SM Stock Holding History

Creative Financial Designs’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 		$392 Sell
15
-9
-38% -$270 ﹤0.01% 2159
2026
Q1 		$750 Buy
24
+9
+60% +$205 ﹤0.01% 1950
2025
Q4 		$281 Hold
15
– – ﹤0.01% 1969
2025
Q3 		$375 Hold
15
– – ﹤0.01% 1938
2025
Q2 		$371 Sell
15
-26
-63% -$630 ﹤0.01% 1909
2025
Q1 		$1.23K Buy
41
+12
+41% +$430 ﹤0.01% 1743
2024
Q4 		$1.12K Buy
+29
New +$1.23K ﹤0.01% 1679

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

Creative Financial Designs's SM Position: Q2 2026 in Review

Creative Financial Designs reduced its SM Energy (SM) stake by 38% in Q2 2026, selling an estimated $270 and leaving 15 shares worth $392. The position accounts for ﹤0.01% of the portfolio, ranked #2159.

Creative Financial Designs first reported a position in SM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.23K in Q1 2025. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Creative Financial Designs held 15 shares of SM Energy worth $392 as of Q2 2026.
  • Creative Financial Designs sold 9 SM Energy shares in Q2 2026, an estimated $270.
  • SM Energy made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #2159 holding.
  • Creative Financial Designs first reported a position in SM Energy in Q4 2024 and has held it in 7 quarters since.
  • Creative Financial Designs's SM Energy position peaked at $1.23K in Q1 2025.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.