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McCarter Private Wealth Services’s SM Energy SM Stock Holding History

McCarter Private Wealth Services’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 		$202K Buy
+6,466
New +$148K 0.09% 169
2025
Q3 		– Sell
-8,178
Closed -$202K – 129
2025
Q2 		$202K Sell
8,178
-600
-7% -$14.5K 0.12% 116
2025
Q1 		$263K Hold
8,778
– – 0.17% 89
2024
Q4 		$340K Hold
8,778
– – 0.22% 76
2024
Q3 		$351K Buy
+8,778
New +$381K 0.22% 77

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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

McCarter Private Wealth Services's SM Position: Q1 2026 in Review

McCarter Private Wealth Services opened a new position in SM Energy (SM) in Q1 2026: 6,466 shares worth $202K. The stake represents 0.09% of the portfolio and ranks #169 among its holdings. This is a return to the name: McCarter Private Wealth Services previously reported a position in SM as recently as Q2 2025.

McCarter Private Wealth Services first reported a position in SM in Q3 2024 and has held it in 5 quarters since. The position peaked at $351K in Q3 2024. 510 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • McCarter Private Wealth Services held 6,466 shares of SM Energy worth $202K as of Q1 2026.
  • SM Energy was a new McCarter Private Wealth Services position in Q1 2026.
  • SM Energy made up 0.09% of McCarter Private Wealth Services's portfolio in Q1 2026, its #169 holding.
  • McCarter Private Wealth Services first reported a position in SM Energy in Q3 2024 and has held it in 5 quarters since.
  • McCarter Private Wealth Services's SM Energy position peaked at $351K in Q3 2024.
  • 510 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.