EF
SM icon

Empowered Funds’s SM Energy SM Stock Holding History

Empowered Funds’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 		$5.65M Buy
181,172
+55,179
+44% +$1.26M 0.04% 583
2025
Q4 		$2.36M Buy
125,993
+85,674
+212% +$1.74M 0.04% 439
2025
Q3 		$1.01M Sell
40,319
-1,602
-4% -$43.2K 0.01% 1179
2025
Q2 		$1.04M Buy
41,921
+6,609
+19% +$160K 0.01% 1055
2025
Q1 		$1.06M Sell
35,312
-76,164
-68% -$2.73M 0.02% 971
2024
Q4 		$4.32M Sell
111,476
-87,788
-44% -$3.71M 0.06% 421
2024
Q3 		$7.96M Sell
199,264
-121,373
-38% -$5.27M 0.13% 207
2024
Q2 		$13.9M Buy
320,637
+115,444
+56% +$5.67M 0.24% 74
2024
Q1 		$10.2M Buy
205,193
+117,430
+134% +$4.8M 0.18% 115
2023
Q4 		$3.4M Sell
87,763
-142,803
-62% -$5.51M 0.09% 338
2023
Q3 		$9.14M Buy
230,566
+133,044
+136% +$5.04M 0.27% 58
2023
Q2 		$3.08M Buy
97,522
+74,359
+321% +$2.1M 0.11% 261
2023
Q1 		$652K Buy
+23,163
New +$707K 0.04% 361
2022
Q4 		– Hold
0
– – – 635

Other funds holding SM

BlackRock
BlackRock New York $5.7T 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 $4.36B 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