Natixis Advisors
SM icon

Natixis Advisors’s SM Energy SM Stock Holding History

Natixis 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 		$2.08M Buy
79,695
+19,233
+32% +$578K ﹤0.01% 1218
2026
Q1 		$1.89M Buy
60,462
+33,596
+125% +$766K ﹤0.01% 1129
2025
Q4 		$502K Sell
26,866
-35,941
-57% -$728K ﹤0.01% 1443
2025
Q3 		$1.57M Buy
62,807
+10,419
+20% +$281K ﹤0.01% 1171
2025
Q2 		$1.29M Buy
52,388
+11,473
+28% +$278K ﹤0.01% 1221
2025
Q1 		$1.23M Sell
40,915
-2,005
-5% -$71.9K ﹤0.01% 1224
2024
Q4 		$1.66M Buy
42,920
+1,978
+5% +$83.5K ﹤0.01% 1154
2024
Q3 		$1.64M Sell
40,942
-13,770
-25% -$597K ﹤0.01% 1147
2024
Q2 		$2.37M Buy
54,712
+2,214
+4% +$109K 0.01% 996
2024
Q1 		$2.62M Buy
52,498
+6,469
+14% +$264K 0.01% 958
2023
Q4 		$1.78M Buy
46,029
+2,839
+7% +$109K ﹤0.01% 1037
2023
Q3 		$1.71M Buy
43,190
+3,726
+9% +$141K 0.01% 1026
2023
Q2 		$1.25M Buy
39,464
+9,947
+34% +$281K ﹤0.01% 1104
2023
Q1 		$831K Buy
29,517
+5,554
+23% +$169K ﹤0.01% 1181
2022
Q4 		$835K Buy
23,963
+1,993
+9% +$82.9K ﹤0.01% 1190
2022
Q3 		$826K Buy
21,970
+879
+4% +$34.6K ﹤0.01% 1157
2022
Q2 		$721K Buy
21,091
+701
+3% +$28.5K ﹤0.01% 1193
2022
Q1 		$794K Buy
20,390
+4,513
+28% +$163K ﹤0.01% 1182
2021
Q4 		$468K Buy
15,877
+1,125
+8% +$35.1K ﹤0.01% 1248
2021
Q3 		$389K Buy
+14,752
New +$298K ﹤0.01% 1239

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

Natixis Advisors's SM Position: Q2 2026 in Review

Natixis Advisors increased its SM Energy (SM) stake by 32% in Q2 2026, buying an estimated $578K and bringing the position to 79,695 shares worth $2.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1218.

Natixis Advisors first reported a position in SM in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.62M in Q1 2024. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Natixis Advisors held 79,695 shares of SM Energy worth $2.08M as of Q2 2026.
  • Natixis Advisors bought 19,233 SM Energy shares in Q2 2026, an estimated $578K.
  • SM Energy made up ﹤0.01% of Natixis Advisors's portfolio in Q2 2026, its #1218 holding.
  • Natixis Advisors first reported a position in SM Energy in Q3 2021 and has held it in 20 quarters since.
  • Natixis Advisors's SM Energy position peaked at $2.62M in Q1 2024.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Natixis Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.