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NBC Securities’s SM Energy SM Stock Holding History

NBC Securities’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 		$38.6K Buy
1,479
+285
+24% +$8.56K ﹤0.01% 1388
2026
Q1 		$37.2K Sell
1,194
-153
-11% -$3.49K ﹤0.01% 1437
2025
Q4 		$25.2K Buy
1,347
+830
+161% +$16.8K ﹤0.01% 1666
2025
Q3 		$12.9K Hold
517
– – ﹤0.01% 1933
2025
Q2 		$12K Hold
517
– – ﹤0.01% 1899
2025
Q1 		$15K Buy
+517
New +$18.5K ﹤0.01% 1606
2024
Q4 		– Sell
-517
Closed -$20K – 1946
2024
Q3 		$20K Sell
517
-1,050
-67% -$45.6K ﹤0.01% 1514
2024
Q2 		$67K Sell
1,567
-184
-11% -$9.04K 0.01% 1060
2024
Q1 		$87K Sell
1,751
-1,171
-40% -$47.9K 0.01% 977
2023
Q4 		$113K Hold
2,922
– – 0.01% 911
2023
Q3 		$115K Buy
+2,922
New +$111K 0.01% 891

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

NBC Securities's SM Position: Q2 2026 in Review

NBC Securities increased its SM Energy (SM) stake by 24% in Q2 2026, buying an estimated $8.56K and bringing the position to 1,479 shares worth $38.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1388.

NBC Securities first reported a position in SM in Q3 2023 and has held it in 11 quarters since. The position peaked at $115K in Q3 2023. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • NBC Securities held 1,479 shares of SM Energy worth $38.6K as of Q2 2026.
  • NBC Securities bought 285 SM Energy shares in Q2 2026, an estimated $8.56K.
  • SM Energy made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #1388 holding.
  • NBC Securities first reported a position in SM Energy in Q3 2023 and has held it in 11 quarters since.
  • NBC Securities's SM Energy position peaked at $115K in Q3 2023.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.