ECM
SM icon

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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.36B AUM 24.94% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return