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D.A. Davidson & Co’s SM Energy SM Stock Holding History

D.A. Davidson & Co’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 		$203K Buy
+7,777
New +$234K ﹤0.01% 1531
2015
Q4 		– Sell
-1,303
Closed -$41K – 2280
2015
Q3 		$41K Buy
1,303
+330
+34% +$12K ﹤0.01% 1456
2015
Q2 		$44K Sell
973
-190
-16% -$10K ﹤0.01% 1482
2015
Q1 		$60K Buy
+1,163
New +$50.5K ﹤0.01% 1367

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

D.A. Davidson & Co's SM Position: Q2 2026 in Review

D.A. Davidson & Co opened a new position in SM Energy (SM) in Q2 2026: 7,777 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #1531 among its holdings. This is a return to the name: D.A. Davidson & Co previously reported a position in SM as recently as Q3 2015.

D.A. Davidson & Co first reported a position in SM in Q1 2015 and has held it in 4 quarters since. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • D.A. Davidson & Co held 7,777 shares of SM Energy worth $203K as of Q2 2026.
  • SM Energy was a new D.A. Davidson & Co position in Q2 2026.
  • SM Energy made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #1531 holding.
  • D.A. Davidson & Co first reported a position in SM Energy in Q1 2015 and has held it in 4 quarters since.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.