HFS
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Hughes Financial Services’s SM Energy SM Stock Holding History

Hughes Financial Services’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 		$157 Buy
6
+4
+200% +$120 ﹤0.01% 1334
2026
Q1 		$62 Buy
2
+1
+100% +$23 ﹤0.01% 1408
2025
Q4 		$19 Sell
1
-23
-96% -$466 ﹤0.01% 1229
2025
Q3 		$442 Sell
24
-180
-88% -$4.86K ﹤0.01% 992
2025
Q2 		$5.47K Buy
204
+187
+1,100% +$4.53K ﹤0.01% 383
2025
Q1 		$506 Buy
+17
New +$610 ﹤0.01% 899

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

Hughes Financial Services's SM Position: Q2 2026 in Review

Hughes Financial Services increased its SM Energy (SM) stake by 200% in Q2 2026, buying an estimated $120 and bringing the position to 6 shares worth $157. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

Hughes Financial Services first reported a position in SM in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.47K in Q2 2025. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Hughes Financial Services held 6 shares of SM Energy worth $157 as of Q2 2026.
  • Hughes Financial Services bought 4 SM Energy shares in Q2 2026, an estimated $120.
  • SM Energy made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #1334 holding.
  • Hughes Financial Services first reported a position in SM Energy in Q1 2025 and has held it in 6 quarters since.
  • Hughes Financial Services's SM Energy position peaked at $5.47K in Q2 2025.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.