HighTower Advisors
SM icon

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
Q2 		$342K Sell
13,099
-4,189
-24% -$126K ﹤0.01% 3095
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 $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

HighTower Advisors's SM Position: Q2 2026 in Review

HighTower Advisors reduced its SM Energy (SM) stake by 24% in Q2 2026, selling an estimated $126K and leaving 13,099 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #3095.

HighTower Advisors first reported a position in SM in Q1 2015 and has held it in 14 quarters since. The position peaked at $539K in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • HighTower Advisors held 13,099 shares of SM Energy worth $342K as of Q2 2026.
  • HighTower Advisors sold 4,189 SM Energy shares in Q2 2026, an estimated $126K.
  • SM Energy made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3095 holding.
  • HighTower Advisors first reported a position in SM Energy in Q1 2015 and has held it in 14 quarters since.
  • HighTower Advisors's SM Energy position peaked at $539K in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.