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
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Empowered Funds's SM Position: Q2 2026 in Review

Empowered Funds reduced its SM Energy (SM) stake by 59% in Q2 2026, selling an estimated $3.21M and leaving 74,383 shares worth $1.94M. The position accounts for 0.01% of the portfolio, ranked #1208.

Empowered Funds first reported a position in SM in Q1 2023 and has held it in 14 quarters since. The position peaked at $13.9M in Q2 2024. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Empowered Funds held 74,383 shares of SM Energy worth $1.94M as of Q2 2026.
  • Empowered Funds sold 106,789 SM Energy shares in Q2 2026, an estimated $3.21M.
  • SM Energy made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1208 holding.
  • Empowered Funds first reported a position in SM Energy in Q1 2023 and has held it in 14 quarters since.
  • Empowered Funds's SM Energy position peaked at $13.9M in Q2 2024.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.