EF
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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
2023
Q1 		– Sell
-23,532
Closed -$820K – 688
2022
Q4 		$820K Buy
+23,532
New +$978K 0.05% 288

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

Empowered Funds's SM Position: Q1 2026 in Review

Empowered Funds increased its SM Energy (SM) stake by 44% in Q1 2026, buying an estimated $1.26M and bringing the position to 181,172 shares worth $5.65M. The position accounts for 0.04% of the portfolio, ranked #583.

Empowered Funds first reported a position in SM in Q1 2023 and has held it in 13 quarters since. The position peaked at $13.9M in Q2 2024. 510 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • Empowered Funds held 181,172 shares of SM Energy worth $5.65M as of Q1 2026.
  • Empowered Funds bought 55,179 SM Energy shares in Q1 2026, an estimated $1.26M.
  • SM Energy made up 0.04% of Empowered Funds's portfolio in Q1 2026, its #583 holding.
  • Empowered Funds first reported a position in SM Energy in Q1 2023 and has held it in 13 quarters since.
  • Empowered Funds's SM Energy position peaked at $13.9M in Q2 2024.
  • 510 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.