CAMG
SM icon

CWA Asset Management Group’s SM Energy SM Stock Holding History

CWA Asset Management Group’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 		– Sell
-10,244
Closed -$319K – 762
2026
Q1 		$319K Buy
+10,244
New +$234K 0.01% 555

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

CWA Asset Management Group's SM Position: Q2 2026 in Review

CWA Asset Management Group sold out of SM Energy (SM) in Q2 2026, closing a stake of 10,244 shares — an estimated $319K sold.

CWA Asset Management Group first reported a position in SM in Q1 2026 and held it in 1 quarter. The position peaked at $319K in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • CWA Asset Management Group reported no remaining SM Energy position as of Q2 2026 after selling out during the quarter.
  • CWA Asset Management Group sold 10,244 SM Energy shares in Q2 2026, an estimated $319K.
  • CWA Asset Management Group first reported a position in SM Energy in Q1 2026 and held it in 1 quarter.
  • CWA Asset Management Group's SM Energy position peaked at $319K in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.