Evergreen Capital Management’s SM Energy SM Stock Holding History

Evergreen Capital Management’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	$359K	Sell	13,751 -18	-0.1%	-$541	0.01%	1106
2026 Q1	$429K	Buy	+13,769	New	+$314K	0.01%	885
2025 Q4	–	Sell	-9,097	Closed	-$227K	–	1509
2025 Q3	$227K	Buy	+9,097	New	+$245K	0.01%	1153
2025 Q2	–	Sell	-7,454	Closed	-$223K	–	1241
2025 Q1	$223K	Buy	7,454 +1,588	+27%	+$57K	0.01%	929
2024 Q4	$227K	Sell	5,866 -1,886	-24%	-$79.6K	0.01%	901
2024 Q3	$310K	Buy	7,752 +2,348	+43%	+$102K	0.01%	695
2024 Q2	$234K	Buy	5,404 +653	+14%	+$32.1K	0.01%	776
2024 Q1	$237K	Buy	+4,751	New	+$194K	0.01%	723

Other funds holding SM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evergreen Capital Management's SM Position: Q2 2026 in Review

Evergreen Capital Management reduced its SM Energy (SM) stake by 0.13% in Q2 2026, selling an estimated $541 and leaving 13,751 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #1106.

Evergreen Capital Management first reported a position in SM in Q1 2024 and has held it in 8 quarters since. The position peaked at $429K in Q1 2026. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

Evergreen Capital Management held 13,751 shares of SM Energy worth $359K as of Q2 2026.
Evergreen Capital Management sold 18 SM Energy shares in Q2 2026, an estimated $541.
SM Energy made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1106 holding.
Evergreen Capital Management first reported a position in SM Energy in Q1 2024 and has held it in 8 quarters since.
Evergreen Capital Management's SM Energy position peaked at $429K in Q1 2026.
499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.