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
Q2 		$5.34M Buy
204,478
+53,911
+36% +$1.62M 0.06% 270
2026
Q1 		$4.69M Buy
+150,567
New +$3.44M 0.05% 303
2025
Q4 		– Sell
-26,889
Closed -$665K – 1380
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 – 856
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 0.04% 55
2014
Q2 		$254K Buy
+3,025
New +$232K 0.03% 92

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 $3.38T AUM 44.17% 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

Horizon Investments's SM Position: Q2 2026 in Review

Horizon Investments increased its SM Energy (SM) stake by 36% in Q2 2026, buying an estimated $1.62M and bringing the position to 204,478 shares worth $5.34M. The position accounts for 0.06% of the portfolio, ranked #270.

Horizon Investments first reported a position in SM in Q2 2014 and has held it in 8 quarters since. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Horizon Investments held 204,478 shares of SM Energy worth $5.34M as of Q2 2026.
  • Horizon Investments bought 53,911 SM Energy shares in Q2 2026, an estimated $1.62M.
  • SM Energy made up 0.06% of Horizon Investments's portfolio in Q2 2026, its #270 holding.
  • Horizon Investments first reported a position in SM Energy in Q2 2014 and has held it in 8 quarters since.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.