Mutual of America Capital Management’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $681K | Buy |
26,086
+182
| +0.7% | +$5.47K | 0.01% | 1066 |
|
|
2026
Q1 | $808K | Buy |
25,904
+12,811
| +98% | +$292K | 0.01% | 980 |
|
|
2025
Q4 | $245K | Buy |
13,093
+216
| +2% | +$4.38K | ﹤0.01% | 1246 |
|
|
2025
Q3 | $322K | Sell |
12,877
-1,827
| -12% | -$49.3K | ﹤0.01% | 1169 |
|
|
2025
Q2 | $363K | Sell |
14,704
-1,958
| -12% | -$47.4K | ﹤0.01% | 1153 |
|
|
2025
Q1 | $499K | Sell |
16,662
-670
| -4% | -$24K | 0.01% | 1105 |
|
|
2024
Q4 | $672K | Buy |
17,332
+123
| +0.7% | +$5.19K | 0.01% | 1067 |
|
|
2024
Q3 | $688K | Sell |
17,209
-1,699
| -9% | -$73.7K | 0.01% | 1085 |
|
|
2024
Q2 | $817K | Sell |
18,908
-1,024
| -5% | -$50.3K | 0.01% | 1060 |
|
|
2024
Q1 | $994K | Sell |
19,932
-426
| -2% | -$17.4K | 0.01% | 1042 |
|
|
2023
Q4 | $788K | Sell |
20,358
-440
| -2% | -$17K | 0.01% | 1072 |
|
|
2023
Q3 | $825K | Sell |
20,798
-2,741
| -12% | -$104K | 0.01% | 1054 |
|
|
2023
Q2 | $745K | Sell |
23,539
-119,768
| -84% | -$3.38M | 0.01% | 1067 |
|
|
2023
Q1 | $4.04M | Sell |
143,307
-5,886
| -4% | -$180K | 0.05% | 574 |
|
|
2022
Q4 | $5.2M | Buy |
149,193
+124,804
| +512% | +$5.19M | 0.06% | 428 |
|
|
2022
Q3 | $917K | Buy |
24,389
+3,921
| +19% | +$154K | 0.01% | 1038 |
|
|
2022
Q2 | $700K | Buy |
20,468
+2,964
| +17% | +$120K | 0.01% | 1058 |
|
|
2022
Q1 | $682K | Buy |
17,504
+908
| +5% | +$32.7K | 0.01% | 1080 |
|
|
2021
Q4 | $489K | Buy |
16,596
+431
| +3% | +$13.5K | 0.01% | 1126 |
|
|
2021
Q3 | $426K | Buy |
16,165
+590
| +4% | +$11.9K | ﹤0.01% | 1149 |
|
|
2021
Q2 | $384K | Buy |
15,575
+1,324
| +9% | +$25.7K | ﹤0.01% | 1206 |
|
|
2021
Q1 | $233K | Buy |
14,251
+901
| +7% | +$11.5K | ﹤0.01% | 1317 |
|
|
2020
Q4 | $82K | Buy |
13,350
+552
| +4% | +$1.86K | ﹤0.01% | 1527 |
|
|
2020
Q3 | $20K | Buy |
12,798
+7,601
| +146% | +$21.2K | ﹤0.01% | 1639 |
|
|
2020
Q2 | $19K | Buy |
5,197
+568
| +12% | +$1.86K | ﹤0.01% | 1559 |
|
|
2020
Q1 | $6K | Buy |
4,629
+804
| +21% | +$5.69K | ﹤0.01% | 1639 |
|
|
2019
Q4 | $43K | Sell |
3,825
-112
| -3% | -$1.01K | ﹤0.01% | 1394 |
|
|
2019
Q3 | $38K | Sell |
3,937
-88,048
| -96% | -$898K | ﹤0.01% | 1410 |
|
|
2019
Q2 | $1.15M | Buy |
91,985
+759
| +0.8% | +$11K | 0.02% | 1055 |
|
|
2019
Q1 | $1.6M | Sell |
91,226
-1,474
| -2% | -$26.2K | 0.02% | 970 |
|
|
2018
Q4 | $1.44M | Buy |
92,700
+5,071
| +6% | +$117K | 0.02% | 951 |
|
|
2018
Q3 | $2.76M | Sell |
87,629
-850
| -1% | -$24.4K | 0.04% | 742 |
|
|
2018
Q2 | $2.27M | Buy |
88,479
+4,770
| +6% | +$111K | 0.03% | 832 |
|
|
2018
Q1 | $1.51M | Buy |
83,709
+2,815
| +3% | +$60.8K | 0.02% | 963 |
|
|
2017
Q4 | $1.79M | Sell |
80,894
-5,031
| -6% | -$102K | 0.03% | 907 |
|
|
2017
Q3 | $1.52M | Buy |
85,925
+9,117
| +12% | +$143K | 0.03% | 948 |
|
|
2017
Q2 | $1.27M | Sell |
76,808
-4,786
| -6% | -$95K | 0.02% | 1006 |
|
|
2017
Q1 | $1.96M | Buy |
81,594
+6,066
| +8% | +$168K | 0.03% | 813 |
|
|
2016
Q4 | $2.6M | Buy |
75,528
+8,959
| +13% | +$324K | 0.05% | 645 |
|
|
2016
Q3 | $2.57M | Buy |
66,569
+17,176
| +35% | +$551K | 0.05% | 609 |
|
|
2016
Q2 | $1.33M | Sell |
49,393
-1,394
| -3% | -$39.1K | 0.03% | 901 |
|
|
2016
Q1 | $952K | Buy |
50,787
+6,133
| +14% | +$84.6K | 0.02% | 1013 |
|
|
2015
Q4 | $878K | Sell |
44,654
-559
| -1% | -$17K | 0.02% | 1026 |
|
|
2015
Q3 | $1.45M | Buy |
45,213
+1,713
| +4% | +$62.1K | 0.03% | 813 |
|
|
2015
Q2 | $2.01M | Buy |
43,500
+118
| +0.3% | +$6.23K | 0.04% | 710 |
|
|
2015
Q1 | $2.24M | Buy |
43,382
+824
| +2% | +$35.8K | 0.05% | 657 |
|
|
2014
Q4 | $1.64M | Buy |
42,558
+790
| +2% | +$39.6K | 0.04% | 791 |
|
|
2014
Q3 | $3.26M | Buy |
41,768
+298
| +0.7% | +$24.3K | 0.08% | 387 |
|
|
2014
Q2 | $3.49M | Sell |
41,470
-663
| -2% | -$50.8K | 0.08% | 361 |
|
|
2014
Q1 | $3M | Buy |
42,133
+1,240
| +3% | +$97K | 0.07% | 443 |
|
|
2013
Q4 | $3.4M | Sell |
40,893
-95
| -0.2% | -$8.1K | 0.08% | 369 |
|
|
2013
Q3 | $3.16M | Buy |
40,988
+2,141
| +6% | +$148K | 0.09% | 350 |
|
|
2013
Q2 | $2.33M | Buy |
+38,847
| New | +$2.37M | 0.07% | 475 |
|
Other funds holding SM
DSC
N
Mutual of America Capital Management's SM Position: Q2 2026 in Review
Mutual of America Capital Management increased its SM Energy (SM) stake by 0.7% in Q2 2026, buying an estimated $5.47K and bringing the position to 26,086 shares worth $681K. The position accounts for 0.01% of the portfolio, ranked #1066.
Mutual of America Capital Management first reported a position in SM in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.2M in Q4 2022. 309 funds tracked by Wall St. Rank hold SM as of Q2 2026.
- Mutual of America Capital Management held 26,086 shares of SM Energy worth $681K as of Q2 2026.
- Mutual of America Capital Management bought 182 SM Energy shares in Q2 2026, an estimated $5.47K.
- SM Energy made up 0.01% of Mutual of America Capital Management's portfolio in Q2 2026, its #1066 holding.
- Mutual of America Capital Management first reported a position in SM Energy in Q2 2013 and has held it in 53 quarters since.
- Mutual of America Capital Management's SM Energy position peaked at $5.2M in Q4 2022.
- 309 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.
Based on Mutual of America Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.