DL
SM icon

Dockside LLC’s SM Energy SM Stock Holding History

Dockside LLC’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
-90,066
Closed -$2.81M – 316
2026
Q1 		$2.81M Buy
+90,066
New +$2.05M 0.71% 47

Other funds holding SM

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TCWA
Turtle Creek Wealth Advisors Dallas, Texas $1.89B AUM 33.61% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Dockside LLC's SM Position: Q2 2026 in Review

Dockside LLC opened a new position in SM Energy (SM) in Q2 2026: 103,036 shares worth $2.69M. The stake represents 0.63% of the portfolio and ranks #57 among its holdings.

185 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Dockside LLC held 103,036 shares of SM Energy worth $2.69M as of Q2 2026.
  • SM Energy was a new Dockside LLC position in Q2 2026.
  • SM Energy made up 0.63% of Dockside LLC's portfolio in Q2 2026, its #57 holding.
  • 185 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Dockside LLC's 13F filing for Q2 2026, filed 3 Aug 2026.