Mount Yale Investment Advisors’s SM Energy SM Stock Holding History

Mount Yale Investment 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 Q1	$457K	Buy	+14,660	New	+$334K	0.01%	744
2025 Q3	–	Sell	-4,265	Closed	-$105K	–	1461
2025 Q2	$105K	Buy	+4,265	New	+$103K	0.01%	646
2024 Q2	–	Sell	-13,871	Closed	-$691K	–	576
2024 Q1	$691K	Sell	13,871 -25	-0.2%	-$1.02K	0.05%	293
2023 Q4	$538K	Hold	13,896	–	–	0.05%	307
2023 Q3	$551K	Buy	+13,896	New	+$527K	0.06%	291

Other funds holding SM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.91% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mount Yale Investment Advisors's SM Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in SM Energy (SM) in Q1 2026: 14,660 shares worth $457K. The stake represents 0.01% of the portfolio and ranks #744 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in SM as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in SM in Q3 2023 and has held it in 5 quarters since. The position peaked at $691K in Q1 2024. 513 funds tracked by Wall St. Rank hold SM as of Q1 2026.

Mount Yale Investment Advisors held 14,660 shares of SM Energy worth $457K as of Q1 2026.
SM Energy was a new Mount Yale Investment Advisors position in Q1 2026.
SM Energy made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #744 holding.
Mount Yale Investment Advisors first reported a position in SM Energy in Q3 2023 and has held it in 5 quarters since.
Mount Yale Investment Advisors's SM Energy position peaked at $691K in Q1 2024.
513 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.