MCM
SM icon

MAI Capital Management’s SM Energy SM Stock Holding History

MAI Capital 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 		$1.92M Buy
73,490
+71,784
+4,208% +$2.16M 0.01% 719
2026
Q1 		$53.2K Buy
1,706
+1,651
+3,002% +$37.7K ﹤0.01% 2191
2025
Q4 		$1.03K Sell
55
-146
-73% -$2.96K ﹤0.01% 3620
2025
Q3 		$5.02K Sell
201
-97
-33% -$2.62K ﹤0.01% 3016
2025
Q2 		$7.36K Buy
+298
New +$7.21K ﹤0.01% 2879

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

MAI Capital Management's SM Position: Q2 2026 in Review

MAI Capital Management increased its SM Energy (SM) stake by 4,208% in Q2 2026, buying an estimated $2.16M and bringing the position to 73,490 shares worth $1.92M. The position accounts for 0.01% of the portfolio, ranked #719.

MAI Capital Management first reported a position in SM in Q2 2025 and has held it in 5 quarters since. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • MAI Capital Management held 73,490 shares of SM Energy worth $1.92M as of Q2 2026.
  • MAI Capital Management bought 71,784 SM Energy shares in Q2 2026, an estimated $2.16M.
  • SM Energy made up 0.01% of MAI Capital Management's portfolio in Q2 2026, its #719 holding.
  • MAI Capital Management first reported a position in SM Energy in Q2 2025 and has held it in 5 quarters since.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.