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Essential Partners’s SM Energy SM Stock Holding History

Essential Partners’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 		$7.07K Sell
271
-306
-53% -$9.19K ﹤0.01% 1374
2026
Q1 		$18K Buy
+577
New +$13.2K 0.01% 970
2025
Q4 		– Sell
-64
Closed -$1.6K – 2905
2025
Q3 		$1.6K Hold
64
– – ﹤0.01% 1864
2025
Q2 		$1.58K Buy
+64
New +$1.55K ﹤0.01% 1387

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 $3.37T AUM 44.26% 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

Essential Partners's SM Position: Q2 2026 in Review

Essential Partners reduced its SM Energy (SM) stake by 53% in Q2 2026, selling an estimated $9.19K and leaving 271 shares worth $7.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1374.

Essential Partners first reported a position in SM in Q2 2025 and has held it in 4 quarters since. The position peaked at $18K in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Essential Partners held 271 shares of SM Energy worth $7.07K as of Q2 2026.
  • Essential Partners sold 306 SM Energy shares in Q2 2026, an estimated $9.19K.
  • SM Energy made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1374 holding.
  • Essential Partners first reported a position in SM Energy in Q2 2025 and has held it in 4 quarters since.
  • Essential Partners's SM Energy position peaked at $18K in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.