Kestra Investment Management
SM icon

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
Q2 		$235K Sell
9,013
-11,587
-56% -$348K ﹤0.01% 474
2026
Q1 		$642K Buy
+20,600
New +$470K 0.01% 266
2025
Q3 		– Sell
-981
Closed -$24.2K – 701
2025
Q2 		$24.2K Buy
981
+945
+2,625% +$22.9K ﹤0.01% 507
2025
Q1 		$1.08K Buy
+36
New +$1.29K ﹤0.01% 811

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
Aristeia Capital
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
Donald Smith & Co
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

Kestra Investment Management's SM Position: Q2 2026 in Review

Kestra Investment Management reduced its SM Energy (SM) stake by 56% in Q2 2026, selling an estimated $348K and leaving 9,013 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Kestra Investment Management first reported a position in SM in Q1 2025 and has held it in 4 quarters since. The position peaked at $642K in Q1 2026. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Kestra Investment Management held 9,013 shares of SM Energy worth $235K as of Q2 2026.
  • Kestra Investment Management sold 11,587 SM Energy shares in Q2 2026, an estimated $348K.
  • SM Energy made up ﹤0.01% of Kestra Investment Management's portfolio in Q2 2026, its #474 holding.
  • Kestra Investment Management first reported a position in SM Energy in Q1 2025 and has held it in 4 quarters since.
  • Kestra Investment Management's SM Energy position peaked at $642K in Q1 2026.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.