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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
Q2 		$422K Buy
16,162
+1,502
+10% +$45.1K 0.01% 848
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
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 $3.38T 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
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

Mount Yale Investment Advisors's SM Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its SM Energy (SM) stake by 10% in Q2 2026, buying an estimated $45.1K and bringing the position to 16,162 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #848.

Mount Yale Investment Advisors first reported a position in SM in Q3 2023 and has held it in 6 quarters since. The position peaked at $691K in Q1 2024. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Mount Yale Investment Advisors held 16,162 shares of SM Energy worth $422K as of Q2 2026.
  • Mount Yale Investment Advisors bought 1,502 SM Energy shares in Q2 2026, an estimated $45.1K.
  • SM Energy made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #848 holding.
  • Mount Yale Investment Advisors first reported a position in SM Energy in Q3 2023 and has held it in 6 quarters since.
  • Mount Yale Investment Advisors's SM Energy position peaked at $691K in Q1 2024.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.