EF
SMC

Empowered Funds’s Summit Midstream SMC Stock Holding History

Empowered Funds’s Portfolio SMC Stock Details SMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.61M Buy
91,553
+1,757
+2% +$52.4K 0.01% 1050
2026
Q1 		$2.72M Buy
89,796
+8,037
+10% +$234K 0.02% 931
2025
Q4 		$2.18M Buy
81,759
+7,953
+11% +$189K 0.04% 460
2025
Q3 		$1.52M Sell
73,806
-5,660
-7% -$131K 0.02% 1030
2025
Q2 		$1.95M Buy
79,466
+19,985
+34% +$549K 0.02% 832
2025
Q1 		$2.02M Buy
59,481
+3,041
+5% +$122K 0.03% 743
2024
Q4 		$2.13M Buy
+56,440
New +$2.03M 0.03% 711

Other funds holding SMC

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DAMU
Deltroit Asset Management (UK) London $695M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Empowered Funds's SMC Position: Q2 2026 in Review

Empowered Funds increased its Summit Midstream (SMC) stake by 2% in Q2 2026, buying an estimated $52.4K and bringing the position to 91,553 shares worth $2.61M. The position accounts for 0.01% of the portfolio, ranked #1050.

Empowered Funds first reported a position in SMC in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.72M in Q1 2026. 75 funds tracked by Wall St. Rank hold SMC as of Q2 2026.

  • Empowered Funds held 91,553 shares of Summit Midstream worth $2.61M as of Q2 2026.
  • Empowered Funds bought 1,757 Summit Midstream shares in Q2 2026, an estimated $52.4K.
  • Summit Midstream made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1050 holding.
  • Empowered Funds first reported a position in Summit Midstream in Q4 2024 and has held it in 7 quarters since.
  • Empowered Funds's Summit Midstream position peaked at $2.72M in Q1 2026.
  • 75 funds tracked by Wall St. Rank held Summit Midstream as of Q2 2026.

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