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Inspire Advisors’s SM Energy SM Stock Holding History

Inspire 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 		– Sell
-12,997
Closed -$405K – 805
2026
Q1 		$405K Sell
12,997
-1,042
-7% -$23.8K 0.03% 407
2025
Q4 		$263K Sell
14,039
-5,727
-29% -$116K 0.02% 433
2025
Q3 		$494K Sell
19,766
-2,563
-11% -$69.1K 0.05% 307
2025
Q2 		$552K Buy
22,329
+4,621
+26% +$112K 0.06% 271
2025
Q1 		$530K Buy
17,708
+2,133
+14% +$76.5K 0.06% 247
2024
Q4 		$604K Buy
15,575
+10,389
+200% +$439K 0.07% 204
2024
Q3 		$207K Buy
+5,186
New +$225K 0.03% 379
2024
Q2 		– Sell
-4,872
Closed -$243K – 461
2024
Q1 		$243K Buy
+4,872
New +$199K 0.03% 282

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

Inspire Advisors's SM Position: Q2 2026 in Review

Inspire Advisors sold out of SM Energy (SM) in Q2 2026, closing a stake of 12,997 shares — an estimated $405K sold.

Inspire Advisors first reported a position in SM in Q1 2024 and held it in 8 quarters. The position peaked at $604K in Q4 2024. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Inspire Advisors reported no remaining SM Energy position as of Q2 2026 after selling out during the quarter.
  • Inspire Advisors sold 12,997 SM Energy shares in Q2 2026, an estimated $405K.
  • Inspire Advisors first reported a position in SM Energy in Q1 2024 and held it in 8 quarters.
  • Inspire Advisors's SM Energy position peaked at $604K in Q4 2024.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

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