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Edgestream Partners’s SM Energy SM Stock Holding History

Edgestream Partners’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 		$3.52M Buy
+112,950
New +$2.58M 0.12% 339
2025
Q4 		– Sell
-147,769
Closed -$3.69M – 1126
2025
Q3 		$3.69M Buy
147,769
+9,794
+7% +$264K 0.11% 357
2025
Q2 		$3.41M Buy
+137,975
New +$3.34M 0.09% 397
2024
Q4 		– Sell
-48,297
Closed -$1.93M – 1065
2024
Q3 		$1.93M Buy
48,297
+12,561
+35% +$545K 0.08% 414
2024
Q2 		$1.54M Sell
35,736
-60,012
-63% -$2.95M 0.07% 408
2024
Q1 		$4.77M Buy
+95,748
New +$3.91M 0.24% 124
2023
Q4 		– Sell
-56,158
Closed -$2.23M – 1048
2023
Q3 		$2.23M Buy
56,158
+20,089
+56% +$762K 0.18% 165
2023
Q2 		$1.14M Buy
+36,069
New +$1.02M 0.1% 333
2022
Q4 		– Sell
-43,083
Closed -$1.62M – 627
2022
Q3 		$1.62M Sell
43,083
-186,226
-81% -$7.33M 0.13% 222
2022
Q2 		$7.84M Sell
229,309
-105,026
-31% -$4.27M 0.62% 28
2022
Q1 		$13M Buy
334,335
+38,875
+13% +$1.4M 1.04% 6
2021
Q4 		$8.71M Sell
295,460
-163,598
-36% -$5.11M 0.54% 36
2021
Q3 		$12.1M Sell
459,058
-249,091
-35% -$5.03M 0.75% 22
2021
Q2 		$17.4M Sell
708,149
-259,262
-27% -$5.02M 1.03% 10
2021
Q1 		$15.8M Buy
967,411
+892,056
+1,184% +$11.4M 0.88% 16
2020
Q4 		$461K Buy
75,355
+20,380
+37% +$68.7K 0.02% 331
2020
Q3 		$87K Sell
54,975
-69,715
-56% -$195K 0.01% 280
2020
Q2 		$468K Buy
+124,690
New +$408K 0.02% 273
2019
Q3 		– Sell
-30,698
Closed -$384K – 305
2019
Q2 		$384K Buy
30,698
+6,040
+24% +$87.7K 0.04% 200
2019
Q1 		$431K Buy
+24,658
New +$438K 0.06% 176

Other funds holding SM

BlackRock
BlackRock New York $5.72T 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 $4.82B 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

Edgestream Partners's SM Position: Q1 2026 in Review

Edgestream Partners opened a new position in SM Energy (SM) in Q1 2026: 112,950 shares worth $3.52M. The stake represents 0.12% of the portfolio and ranks #339 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in SM as recently as Q3 2025.

Edgestream Partners first reported a position in SM in Q1 2019 and has held it in 20 quarters since. The position peaked at $17.4M in Q2 2021. 510 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • Edgestream Partners held 112,950 shares of SM Energy worth $3.52M as of Q1 2026.
  • SM Energy was a new Edgestream Partners position in Q1 2026.
  • SM Energy made up 0.12% of Edgestream Partners's portfolio in Q1 2026, its #339 holding.
  • Edgestream Partners first reported a position in SM Energy in Q1 2019 and has held it in 20 quarters since.
  • Edgestream Partners's SM Energy position peaked at $17.4M in Q2 2021.
  • 510 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.