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HRT Financial’s SM Energy SM Stock Holding History

HRT Financial’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 		$2.76M Buy
+105,718
New +$3.18M 0.01% 1518
2025
Q3 		– Sell
-11,571
Closed -$285K – 3592
2025
Q2 		$285K Sell
11,571
-297,186
-96% -$7.2M ﹤0.01% 1872
2025
Q1 		$9.25M Buy
+308,757
New +$11.1M 0.06% 260
2024
Q3 		– Sell
-525,061
Closed -$22.7M – 3070
2024
Q2 		$22.7M Buy
+525,061
New +$25.8M 0.13% 115
2023
Q4 		– Sell
-357,756
Closed -$14.2M – 3010
2023
Q3 		$14.2M Buy
+357,756
New +$13.6M 0.14% 95
2023
Q1 		– Sell
-111,985
Closed -$3.9M – 3139
2022
Q4 		$3.9M Buy
+111,985
New +$4.66M 0.06% 334
2022
Q3 		– Sell
-39,997
Closed -$1.37M – 3445
2022
Q2 		$1.37M Buy
+39,997
New +$1.63M 0.02% 745
2022
Q1 		– Sell
-66,058
Closed -$1.95M – 3797
2021
Q4 		$1.95M Buy
+66,058
New +$2.06M 0.01% 673
2020
Q2 		– Sell
-14,173
Closed -$17K – 1734
2020
Q1 		$17K Buy
+14,173
New +$100K ﹤0.01% 677
2019
Q4 		– Sell
-27,488
Closed -$266K – 1597
2019
Q3 		$266K Buy
+27,488
New +$280K 0.01% 1005

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

HRT Financial's SM Position: Q2 2026 in Review

HRT Financial opened a new position in SM Energy (SM) in Q2 2026: 105,718 shares worth $2.76M. The stake represents 0.01% of the portfolio and ranks #1518 among its holdings. This is a return to the name: HRT Financial previously reported a position in SM as recently as Q2 2025.

HRT Financial first reported a position in SM in Q3 2019 and has held it in 10 quarters since. The position peaked at $22.7M in Q2 2024. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • HRT Financial held 105,718 shares of SM Energy worth $2.76M as of Q2 2026.
  • SM Energy was a new HRT Financial position in Q2 2026.
  • SM Energy made up 0.01% of HRT Financial's portfolio in Q2 2026, its #1518 holding.
  • HRT Financial first reported a position in SM Energy in Q3 2019 and has held it in 10 quarters since.
  • HRT Financial's SM Energy position peaked at $22.7M in Q2 2024.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.