Neuberger Berman Group
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Neuberger Berman Group’s SM Energy SM Stock Holding History

Neuberger Berman Group’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 		$1.01M Buy
38,791
+2,683
+7% +$80.6K ﹤0.01% 1522
2026
Q1 		$1.13M Buy
+36,108
New +$824K ﹤0.01% 1367
2025
Q4 		– Sell
-8,586
Closed -$214K – 2187
2025
Q3 		$214K Buy
8,586
+463
+6% +$12.5K ﹤0.01% 1884
2025
Q2 		$201K Buy
+8,123
New +$197K ﹤0.01% 1891
2025
Q1 		– Sell
-5,704
Closed -$221K – 2048
2024
Q4 		$221K Sell
5,704
-368
-6% -$15.5K ﹤0.01% 1761
2024
Q3 		$243K Sell
6,072
-3,328
-35% -$144K ﹤0.01% 1737
2024
Q2 		$406K Buy
9,400
+3,163
+51% +$155K ﹤0.01% 1555
2024
Q1 		$311K Sell
6,237
-10,883
-64% -$445K ﹤0.01% 1634
2023
Q4 		$663K Buy
17,120
+8,613
+101% +$332K ﹤0.01% 1622
2023
Q3 		$337K Buy
8,507
+1,005
+13% +$38.1K ﹤0.01% 1559
2023
Q2 		$237K Buy
+7,502
New +$212K ﹤0.01% 1661
2023
Q1 		– Sell
-7,869
Closed -$274K – 1852
2022
Q4 		$274K Buy
+7,869
New +$327K ﹤0.01% 1621
2018
Q1 		– Sell
-28,454
Closed -$628K – 1737
2017
Q4 		$628K Buy
+28,454
New +$574K ﹤0.01% 1344
2013
Q3 		– Sell
-6,975
Closed -$418K – 1657
2013
Q2 		$418K Buy
+6,975
New +$425K ﹤0.01% 1339

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

Neuberger Berman Group's SM Position: Q2 2026 in Review

Neuberger Berman Group increased its SM Energy (SM) stake by 7.4% in Q2 2026, buying an estimated $80.6K and bringing the position to 38,791 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

Neuberger Berman Group first reported a position in SM in Q2 2013 and has held it in 14 quarters since. The position peaked at $1.13M in Q1 2026. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Neuberger Berman Group held 38,791 shares of SM Energy worth $1.01M as of Q2 2026.
  • Neuberger Berman Group bought 2,683 SM Energy shares in Q2 2026, an estimated $80.6K.
  • SM Energy made up ﹤0.01% of Neuberger Berman Group's portfolio in Q2 2026, its #1522 holding.
  • Neuberger Berman Group first reported a position in SM Energy in Q2 2013 and has held it in 14 quarters since.
  • Neuberger Berman Group's SM Energy position peaked at $1.13M in Q1 2026.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.