DCM
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DGS Capital Management’s SM Energy SM Stock Holding History

DGS Capital 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 		$623K Buy
19,967
+9,119
+84% +$208K 0.1% 192
2025
Q4 		$203K Buy
+10,848
New +$220K 0.03% 473
2025
Q3 		– Sell
-8,599
Closed -$212K – 457
2025
Q2 		$212K Sell
8,599
-1,248
-13% -$30.2K 0.04% 310
2025
Q1 		$295K Buy
9,847
+697
+8% +$25K 0.08% 224
2024
Q4 		$355K Sell
9,150
-1,760
-16% -$74.3K 0.09% 200
2024
Q3 		$436K Buy
10,910
+5,119
+88% +$222K 0.12% 171
2024
Q2 		$250K Buy
5,791
+1,772
+44% +$87K 0.07% 230
2024
Q1 		$200K Buy
+4,019
New +$164K 0.06% 267

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

DGS Capital Management's SM Position: Q1 2026 in Review

DGS Capital Management increased its SM Energy (SM) stake by 84% in Q1 2026, buying an estimated $208K and bringing the position to 19,967 shares worth $623K. The position accounts for 0.1% of the portfolio, ranked #192.

DGS Capital Management first reported a position in SM in Q1 2024 and has held it in 8 quarters since. 514 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • DGS Capital Management held 19,967 shares of SM Energy worth $623K as of Q1 2026.
  • DGS Capital Management bought 9,119 SM Energy shares in Q1 2026, an estimated $208K.
  • SM Energy made up 0.1% of DGS Capital Management's portfolio in Q1 2026, its #192 holding.
  • DGS Capital Management first reported a position in SM Energy in Q1 2024 and has held it in 8 quarters since.
  • 514 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on DGS Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.