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
Q2 		$2.54M Buy
97,178
+8,028
+9% +$241K 0.07% 292
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

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

Dana Investment Advisors's SM Position: Q2 2026 in Review

Dana Investment Advisors increased its SM Energy (SM) stake by 9% in Q2 2026, buying an estimated $241K and bringing the position to 97,178 shares worth $2.54M. The position accounts for 0.07% of the portfolio, ranked #292.

Dana Investment Advisors first reported a position in SM in Q3 2013 and has held it in 13 quarters since. The position peaked at $18.4M in Q4 2013. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Dana Investment Advisors held 97,178 shares of SM Energy worth $2.54M as of Q2 2026.
  • Dana Investment Advisors bought 8,028 SM Energy shares in Q2 2026, an estimated $241K.
  • SM Energy made up 0.07% of Dana Investment Advisors's portfolio in Q2 2026, its #292 holding.
  • Dana Investment Advisors first reported a position in SM Energy in Q3 2013 and has held it in 13 quarters since.
  • Dana Investment Advisors's SM Energy position peaked at $18.4M in Q4 2013.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.