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Kestra Investment Management’s SM Energy SM Stock Holding History

Kestra Investment Management’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
Q1 		$642K Buy
+20,600
New +$470K 0.01% 266
2025
Q3 		– Sell
-1,017
Closed -$25.3K – 912
2025
Q2 		$25.3K Buy
1,017
+981
+2,725% +$23.8K ﹤0.01% 620
2025
Q1 		$1.08K Buy
+36
New +$1.29K ﹤0.01% 811

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kestra Investment Management's SM Position: Q1 2026 in Review

Kestra Investment Management opened a new position in SM Energy (SM) in Q1 2026: 20,600 shares worth $642K. The stake represents 0.01% of the portfolio and ranks #266 among its holdings. This is a return to the name: Kestra Investment Management previously reported a position in SM as recently as Q2 2025.

Kestra Investment Management first reported a position in SM in Q1 2025 and has held it in 3 quarters since. 510 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • Kestra Investment Management held 20,600 shares of SM Energy worth $642K as of Q1 2026.
  • SM Energy was a new Kestra Investment Management position in Q1 2026.
  • SM Energy made up 0.01% of Kestra Investment Management's portfolio in Q1 2026, its #266 holding.
  • Kestra Investment Management first reported a position in SM Energy in Q1 2025 and has held it in 3 quarters since.
  • 510 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.