Envestnet Portfolio Solutions
SM icon

Envestnet Portfolio Solutions’s SM Energy SM Stock Holding History

Envestnet Portfolio Solutions’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
Q2 		$1.06M Buy
40,675
+989
+2% +$29.7K 0.01% 687
2026
Q1 		$1.24M Buy
+39,686
New +$905K 0.01% 573
2025
Q1 		– Sell
-12,214
Closed -$473K – 1751
2024
Q4 		$473K Buy
12,214
+677
+6% +$28.6K ﹤0.01% 1273
2024
Q3 		$461K Buy
11,537
+492
+4% +$21.3K ﹤0.01% 1248
2024
Q2 		$477K Buy
11,045
+300
+3% +$14.7K ﹤0.01% 1164
2024
Q1 		$536K Sell
10,745
-162
-1% -$6.62K ﹤0.01% 1096
2023
Q4 		$422K Buy
10,907
+2,565
+31% +$98.9K ﹤0.01% 1120
2023
Q3 		$331K Buy
+8,342
New +$316K ﹤0.01% 1178

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

Envestnet Portfolio Solutions's SM Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its SM Energy (SM) stake by 2.5% in Q2 2026, buying an estimated $29.7K and bringing the position to 40,675 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #687.

Envestnet Portfolio Solutions first reported a position in SM in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.24M in Q1 2026. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Envestnet Portfolio Solutions held 40,675 shares of SM Energy worth $1.06M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 989 SM Energy shares in Q2 2026, an estimated $29.7K.
  • SM Energy made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #687 holding.
  • Envestnet Portfolio Solutions first reported a position in SM Energy in Q3 2023 and has held it in 8 quarters since.
  • Envestnet Portfolio Solutions's SM Energy position peaked at $1.24M in Q1 2026.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.