Mercer Global Advisors
SM icon

Mercer Global Advisors’s SM Energy SM Stock Holding History

Mercer Global Advisors’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 		$3.02M Buy
115,759
+2,314
+2% +$69.5K ﹤0.01% 1127
2026
Q1 		$3.54M Buy
113,445
+32,228
+40% +$735K 0.01% 922
2025
Q4 		$1.52M Sell
81,217
-2,235
-3% -$45.3K ﹤0.01% 1245
2025
Q3 		$2.08M Buy
83,452
+2,553
+3% +$68.9K ﹤0.01% 1019
2025
Q2 		$2M Buy
80,899
+25,084
+45% +$607K ﹤0.01% 888
2025
Q1 		$1.67M Sell
55,815
-210
-0.4% -$7.53K ﹤0.01% 904
2024
Q4 		$2.17M Sell
56,025
-1,994
-3% -$84.2K 0.01% 800
2024
Q3 		$2.4M Buy
58,019
+699
+1% +$30.3K 0.01% 722
2024
Q2 		$2.48M Buy
57,320
+613
+1% +$30.1K 0.01% 664
2024
Q1 		$2.83M Sell
56,707
-2,446
-4% -$100K 0.01% 624
2023
Q4 		$2.29M Sell
59,153
-49
-0.1% -$1.89K 0.01% 704
2023
Q3 		$2.35M Buy
59,202
+1,450
+3% +$55K 0.01% 655
2023
Q2 		$1.83M Sell
57,752
-6,187
-10% -$175K 0.01% 755
2023
Q1 		$1.8M Buy
63,939
+5,793
+10% +$177K 0.01% 710
2022
Q4 		$2.02M Sell
58,146
-1,671
-3% -$69.5K 0.01% 684
2022
Q3 		$2.25M Buy
59,817
+1,072
+2% +$42.2K 0.01% 599
2022
Q2 		$2.01M Buy
58,745
+2,263
+4% +$92K 0.01% 612
2022
Q1 		$2.2M Sell
56,482
-22,907
-29% -$825K 0.01% 624
2021
Q4 		$2.34M Sell
79,389
-1,017
-1% -$31.7K 0.01% 571
2021
Q3 		$2.12M Sell
80,406
-4,816
-6% -$97.3K 0.01% 591
2021
Q2 		$2.1M Sell
85,222
-3,487
-4% -$67.6K 0.02% 550
2021
Q1 		$1.45M Sell
88,709
-10,116
-10% -$129K 0.01% 645
2020
Q4 		$605K Buy
98,825
+12,294
+14% +$41.5K 0.01% 793
2020
Q3 		$138K Buy
86,531
+8,901
+11% +$24.9K ﹤0.01% 1155
2020
Q2 		$291K Buy
77,630
+9,738
+14% +$31.9K 0.01% 861
2020
Q1 		$83K Sell
67,892
-132
-0.2% -$933 ﹤0.01% 1021
2019
Q4 		$765K Buy
68,024
+50
+0.1% +$450 0.02% 595
2019
Q3 		$658K Sell
67,974
-617
-0.9% -$6.29K 0.02% 604
2019
Q2 		$859K Sell
68,591
-557
-0.8% -$8.08K 0.02% 507
2019
Q1 		$1.21M Buy
+69,148
New +$1.23M 0.04% 356

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

Mercer Global Advisors's SM Position: Q2 2026 in Review

Mercer Global Advisors increased its SM Energy (SM) stake by 2% in Q2 2026, buying an estimated $69.5K and bringing the position to 115,759 shares worth $3.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

Mercer Global Advisors first reported a position in SM in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.54M in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Mercer Global Advisors held 115,759 shares of SM Energy worth $3.02M as of Q2 2026.
  • Mercer Global Advisors bought 2,314 SM Energy shares in Q2 2026, an estimated $69.5K.
  • SM Energy made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1127 holding.
  • Mercer Global Advisors first reported a position in SM Energy in Q1 2019 and has held it in 30 quarters since.
  • Mercer Global Advisors's SM Energy position peaked at $3.54M in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.