CAM
SM icon

Cresset Asset Management’s SM Energy SM Stock Holding History

Cresset Asset Management’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 		$2.39M Buy
76,508
+27,485
+56% +$627K 0.01% 521
2025
Q4 		$926K Buy
49,023
+1,473
+3% +$29.8K ﹤0.01% 814
2025
Q3 		$1.19M Buy
47,550
+1,237
+3% +$33.4K 0.01% 685
2025
Q2 		$1.14M Buy
46,313
+18,777
+68% +$455K 0.01% 644
2025
Q1 		$825K Buy
27,536
+823
+3% +$29.5K ﹤0.01% 857
2024
Q4 		$1.04M Sell
26,713
-2,079
-7% -$87.8K 0.01% 784
2024
Q3 		$1.15M Buy
28,792
+2,801
+11% +$122K ﹤0.01% 1089
2024
Q2 		$1.12M Sell
25,991
-1,926
-7% -$94.6K ﹤0.01% 1006
2024
Q1 		$1.39M Sell
27,917
-23,712
-46% -$969K 0.01% 827
2023
Q4 		$2M Buy
51,629
+6,079
+13% +$234K 0.01% 592
2023
Q3 		$1.81M Buy
45,550
+3,723
+9% +$141K 0.01% 597
2023
Q2 		$1.32M Buy
+41,827
New +$1.18M 0.01% 807

Other funds holding SM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.36B AUM 24.94% 1-Year Est. Return
VCM
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
DSC
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