DIA
SM icon

Dana Investment Advisors’s SM Energy SM Stock Holding History

Dana Investment Advisors’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 		$2.78M Buy
89,150
+14,182
+19% +$324K 0.08% 260
2025
Q4 		$1.4M Buy
74,968
+34,278
+84% +$694K 0.04% 362
2025
Q3 		$1.02M Buy
40,690
+2,865
+8% +$77.3K 0.03% 389
2025
Q2 		$935K Buy
37,825
+2,063
+6% +$49.9K 0.03% 394
2025
Q1 		$1.07M Buy
35,762
+2,370
+7% +$85K 0.04% 373
2024
Q4 		$1.29M Buy
33,392
+556
+2% +$23.5K 0.04% 353
2024
Q3 		$1.31M Buy
+32,836
New +$1.42M 0.04% 354
2014
Q4 		– Sell
-46,169
Closed -$3.6M – 279
2014
Q3 		$3.6M Buy
46,169
+10,457
+29% +$853K 0.21% 100
2014
Q2 		$3M Buy
35,712
+5,938
+20% +$455K 0.18% 104
2014
Q1 		$2.12M Sell
29,774
-191,908
-87% -$15M 0.13% 124
2013
Q4 		$18.4M Sell
221,682
-7,856
-3% -$670K 1.18% 37
2013
Q3 		$17.7M Buy
+229,538
New +$15.9M 1.27% 34

Other funds holding SM

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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