EdgeRock Capital
SM icon

EdgeRock Capital’s SM Energy SM Stock Holding History

EdgeRock Capital’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
Q3 		$274K Buy
+8,103
New +$271K 0.06% 123

Other funds holding SM

Dimensional Fund Advisors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

EdgeRock Capital's SM Position: Q3 2026 in Review

EdgeRock Capital opened a new position in SM Energy (SM) in Q3 2026: 8,103 shares worth $274K. The stake represents 0.06% of the portfolio and ranks #123 among its holdings.

252 funds tracked by Wall St. Rank hold SM as of Q3 2026.

  • EdgeRock Capital held 8,103 shares of SM Energy worth $274K as of Q3 2026.
  • SM Energy was a new EdgeRock Capital position in Q3 2026.
  • SM Energy made up 0.06% of EdgeRock Capital's portfolio in Q3 2026, its #123 holding.
  • 252 funds tracked by Wall St. Rank held SM Energy as of Q3 2026.

Based on EdgeRock Capital's 13F filing for Q3 2026, filed 3 Nov 2026.