NWM
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Navigoe Wealth Management’s SM Energy SM Stock Holding History

Navigoe Wealth Management’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 		$0 Buy
+8
New +$240 ﹤0.01% 1063

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

Navigoe Wealth Management's SM Position: Q2 2026 in Review

Navigoe Wealth Management opened a new position in SM Energy (SM) in Q2 2026: 8 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1063 among its holdings.

497 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Navigoe Wealth Management held 8 shares of SM Energy worth $0 as of Q2 2026.
  • SM Energy was a new Navigoe Wealth Management position in Q2 2026.
  • SM Energy made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #1063 holding.
  • 497 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.