Elyxium Wealth’s SM Energy SM Stock Holding History

Elyxium Wealth’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	$13.3K	Buy	+395	New	+$13.2K	﹤0.01%	954

Other funds holding SM

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Elyxium Wealth's SM Position: Q3 2026 in Review

Elyxium Wealth opened a new position in SM Energy (SM) in Q3 2026: 395 shares worth $13.3K. The stake represents ﹤0.01% of the portfolio and ranks #954 among its holdings.

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

Elyxium Wealth held 395 shares of SM Energy worth $13.3K as of Q3 2026.
SM Energy was a new Elyxium Wealth position in Q3 2026.
SM Energy made up ﹤0.01% of Elyxium Wealth's portfolio in Q3 2026, its #954 holding.
137 funds tracked by Wall St. Rank held SM Energy as of Q3 2026.

Based on Elyxium Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.