HI
SM icon

Horizon Investments’s SM Energy SM Stock Holding History

Horizon Investments’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 		$4.69M Buy
+150,567
New +$3.44M 0.05% 303
2025
Q4 		– Sell
-26,889
Closed -$665K – 1381
2025
Q3 		$665K Buy
+26,889
New +$725K 0.01% 733
2024
Q3 		– Sell
-19
Closed -$818 – 878
2024
Q2 		$818 Buy
+19
New +$933 ﹤0.01% 775
2023
Q4 		– Sell
-6
Closed -$237 – 857
2023
Q3 		$237 Buy
+6
New +$227 ﹤0.01% 772
2015
Q1 		– Sell
-6,921
Closed -$267K – 134
2014
Q4 		$267K Buy
6,921
+1,471
+27% +$73.7K 0.03% 71
2014
Q3 		$425K Buy
5,450
+2,425
+80% +$198K 0.05% 55
2014
Q2 		$254K Buy
+3,025
New +$232K 0.03% 92

Other funds holding SM

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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