EW
SM icon

Evoke Wealth’s SM Energy SM Stock Holding History

Evoke Wealth’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 		– Sell
-93,870
Closed -$2.93M – 541
2026
Q1 		$2.93M Sell
93,870
-36,974
-28% -$844K 0.05% 139
2025
Q4 		$2.47M Sell
130,844
-2,536
-2% -$51.4K 0.05% 154
2025
Q3 		$3.33M Sell
133,380
-22,920
-15% -$618K 0.07% 116
2025
Q2 		$3.86M Buy
156,300
+8,093
+5% +$196K 0.09% 95
2025
Q1 		$4.44M Sell
148,207
-4,721
-3% -$169K 0.12% 75
2024
Q4 		$5.93M Sell
152,928
-5,033
-3% -$213K 0.17% 64
2024
Q3 		$6.31M Buy
+157,961
New +$6.85M 0.17% 62
2024
Q2 		– Sell
-162,936
Closed -$8.12M – 340
2024
Q1 		$8.12M Buy
+162,936
New +$6.66M 0.24% 50
2023
Q4 		– Sell
-182,845
Closed -$7.25M – 307
2023
Q3 		$7.25M Sell
182,845
-40,169
-18% -$1.52M 0.26% 44
2023
Q2 		$7.05M Sell
223,014
-3,529
-2% -$99.7K 0.25% 47
2023
Q1 		$6.38M Hold
226,543
– – 0.23% 49
2022
Q4 		$7.89M Buy
226,543
+65,843
+41% +$2.74M 0.29% 45
2022
Q3 		$6.04M Sell
160,700
-17,481
-10% -$688K 0.24% 48
2022
Q2 		$6.09M Sell
178,181
-45,000
-20% -$1.83M 0.23% 52
2022
Q1 		$8.69M Sell
223,181
-4,500
-2% -$162K 0.28% 46
2021
Q4 		$6.71M Buy
227,681
+26,546
+13% +$829K 0.21% 61
2021
Q3 		$5.3M Hold
201,135
– – 0.2% 67
2021
Q2 		$4.95M Hold
201,135
– – 0.19% 70
2021
Q1 		$3.29M Hold
201,135
– – 0.15% 86
2020
Q4 		$1.23M Buy
201,135
+87,635
+77% +$295K 0.08% 77
2020
Q3 		$180K Hold
113,500
– – 0.01% 222
2020
Q2 		$426K Hold
113,500
– – 0.04% 127
2020
Q1 		$138K Buy
+113,500
New +$803K 0.02% 222
2019
Q4 		– Sell
-73,500
Closed -$712K – 1443
2019
Q3 		$712K Buy
+73,500
New +$749K 0.09% 119

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

Evoke Wealth's SM Position: Q2 2026 in Review

Evoke Wealth sold out of SM Energy (SM) in Q2 2026, closing a stake of 93,870 shares — an estimated $2.93M sold.

Evoke Wealth first reported a position in SM in Q3 2019 and held it in 24 quarters. The position peaked at $8.69M in Q1 2022. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Evoke Wealth reported no remaining SM Energy position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 93,870 SM Energy shares in Q2 2026, an estimated $2.93M.
  • Evoke Wealth first reported a position in SM Energy in Q3 2019 and held it in 24 quarters.
  • Evoke Wealth's SM Energy position peaked at $8.69M in Q1 2022.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.