HighTower Advisors
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HighTower Advisors’s SM Energy SM Stock Holding History

HighTower 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
Q1 		$539K Buy
+17,288
New +$394K ﹤0.01% 2651
2025
Q4 		– Sell
-13,743
Closed -$343K – 3928
2025
Q3 		$343K Buy
13,743
+703
+5% +$19K ﹤0.01% 2924
2025
Q2 		$322K Buy
13,040
+1,404
+12% +$34K ﹤0.01% 2872
2025
Q1 		$348K Sell
11,636
-379
-3% -$13.6K ﹤0.01% 2742
2024
Q4 		$466K Buy
12,015
+148
+1% +$6.25K ﹤0.01% 2528
2024
Q3 		$473K Buy
11,867
+1,187
+11% +$51.5K ﹤0.01% 2431
2024
Q2 		$459K Buy
10,680
+856
+9% +$42K ﹤0.01% 2392
2024
Q1 		$483K Sell
9,824
-286
-3% -$11.7K ﹤0.01% 2305
2023
Q4 		$393K Buy
10,110
+1,415
+16% +$54.6K ﹤0.01% 2501
2023
Q3 		$347K Sell
8,695
-509
-6% -$19.3K ﹤0.01% 2481
2023
Q2 		$292K Buy
+9,204
New +$260K ﹤0.01% 2580
2018
Q1 		– Sell
-9,476
Closed -$207K – 2329
2017
Q4 		$207K Buy
+9,476
New +$191K ﹤0.01% 1902
2015
Q2 		– Sell
-5,084
Closed -$263K – 1711
2015
Q1 		$263K Buy
+5,084
New +$221K ﹤0.01% 1309

Other funds holding SM

BlackRock
BlackRock New York $5.72T 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 $4.82B 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

HighTower Advisors's SM Position: Q1 2026 in Review

HighTower Advisors opened a new position in SM Energy (SM) in Q1 2026: 17,288 shares worth $539K. The stake represents ﹤0.01% of the portfolio and ranks #2651 among its holdings. This is a return to the name: HighTower Advisors previously reported a position in SM as recently as Q3 2025.

HighTower Advisors first reported a position in SM in Q1 2015 and has held it in 13 quarters since. 510 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • HighTower Advisors held 17,288 shares of SM Energy worth $539K as of Q1 2026.
  • SM Energy was a new HighTower Advisors position in Q1 2026.
  • SM Energy made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2651 holding.
  • HighTower Advisors first reported a position in SM Energy in Q1 2015 and has held it in 13 quarters since.
  • 510 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.