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John Overdeck’s SM Energy SM Stock Holding History

John Overdeck’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
2020
Q1 		– Sell
-26,500
Closed -$298K – 3759
2019
Q4 		$298K Buy
+26,500
New +$239K ﹤0.01% 3192
2019
Q3 		– Sell
-10,000
Closed -$125K – 3761
2019
Q2 		$125K Buy
+10,000
New +$145K ﹤0.01% 3175
2018
Q3 		– Sell
-10,000
Closed -$257K – 3547
2018
Q2 		$257K Sell
10,000
-24,800
-71% -$580K ﹤0.01% 3030
2018
Q1 		$627K Sell
34,800
-46,000
-57% -$994K ﹤0.01% 2335
2017
Q4 		$1.78M Sell
80,800
-100,300
-55% -$2.02M 0.01% 1551
2017
Q3 		$3.21M Buy
181,100
+29,000
+19% +$453K 0.01% 1037
2017
Q2 		$2.51M Sell
152,100
-80,200
-35% -$1.59M 0.01% 1265
2017
Q1 		$5.58M Buy
232,300
+204,900
+748% +$5.68M 0.02% 885
2016
Q4 		$945K Sell
27,400
-38,000
-58% -$1.37M ﹤0.01% 2051
2016
Q3 		$2.52M Buy
65,400
+49,400
+309% +$1.58M 0.01% 1301
2016
Q2 		$432K Buy
+16,000
New +$449K ﹤0.01% 2336
2015
Q4 		– Sell
-15,000
Closed -$481K – 2958
2015
Q3 		$481K Sell
15,000
-10,000
-40% -$363K ﹤0.01% 1563
2015
Q2 		$1.15M Buy
25,000
+20,000
+400% +$1.06M 0.01% 1564
2015
Q1 		$258K Buy
+5,000
New +$217K ﹤0.01% 2355

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

John Overdeck's SM Position: Q2 2026 in Review

John Overdeck opened a new position in SM Energy (SM) in Q2 2026: 87,490 shares worth $2.28M. The stake represents ﹤0.01% of the portfolio and ranks #2870 among its holdings. This is a return to the name: John Overdeck previously reported a position in SM as recently as Q4 2025.

John Overdeck first reported a position in SM in Q2 2013 and has held it in 31 quarters since. The position peaked at $38.4M in Q4 2013. 496 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • John Overdeck held 87,490 shares of SM Energy worth $2.28M as of Q2 2026.
  • SM Energy was a new John Overdeck position in Q2 2026.
  • SM Energy made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2870 holding.
  • John Overdeck first reported a position in SM Energy in Q2 2013 and has held it in 31 quarters since.
  • John Overdeck's SM Energy position peaked at $38.4M in Q4 2013.
  • 496 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.