EWA
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EverSource Wealth Advisors’s SM Energy SM Stock Holding History

EverSource Wealth Advisors’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 		$21.9K Sell
839
-290
-26% -$8.71K ﹤0.01% 2368
2026
Q1 		$35.2K Buy
1,129
+868
+333% +$19.8K ﹤0.01% 2145
2025
Q4 		$4.88K Sell
261
-616
-70% -$12.5K ﹤0.01% 3133
2025
Q3 		$21.9K Sell
877
-551
-39% -$14.9K ﹤0.01% 2300
2025
Q2 		$35.3K Buy
1,428
+196
+16% +$4.75K ﹤0.01% 1860
2025
Q1 		$36.9K Buy
1,232
+43
+4% +$1.54K ﹤0.01% 1389
2024
Q4 		$46.1K Sell
1,189
-232
-16% -$9.8K ﹤0.01% 1227
2024
Q3 		$56.8K Sell
1,421
-176
-11% -$7.63K ﹤0.01% 1012
2024
Q2 		$73.8K Buy
1,597
+11
+0.7% +$540 ﹤0.01% 920
2024
Q1 		$76.9K Buy
1,586
+19
+1% +$777 0.01% 810
2023
Q4 		$60.7K Buy
1,567
+28
+2% +$1.08K 0.01% 823
2023
Q3 		$61K Buy
1,539
+4
+0.3% +$152 0.01% 742
2023
Q2 		$48.6K Buy
1,535
+1,176
+328% +$33.2K 0.01% 849
2023
Q1 		$10.1K Buy
359
+226
+170% +$6.89K ﹤0.01% 1350
2022
Q4 		$4.63K Sell
133
-29
-18% -$1.21K ﹤0.01% 1638
2022
Q3 		$6K Sell
162
-161
-50% -$6.33K ﹤0.01% 1318
2022
Q2 		$11K Hold
323
– – ﹤0.01% 1014
2022
Q1 		$13K Sell
323
-38
-11% -$1.37K ﹤0.01% 888
2021
Q4 		$11K Buy
+361
New +$11.3K ﹤0.01% 935

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

EverSource Wealth Advisors's SM Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its SM Energy (SM) stake by 26% in Q2 2026, selling an estimated $8.71K and leaving 839 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2368.

EverSource Wealth Advisors first reported a position in SM in Q4 2021 and has held it in 19 quarters since. The position peaked at $76.9K in Q1 2024. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • EverSource Wealth Advisors held 839 shares of SM Energy worth $21.9K as of Q2 2026.
  • EverSource Wealth Advisors sold 290 SM Energy shares in Q2 2026, an estimated $8.71K.
  • SM Energy made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2368 holding.
  • EverSource Wealth Advisors first reported a position in SM Energy in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's SM Energy position peaked at $76.9K in Q1 2024.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.