New York State Common Retirement Fund
SM icon

New York State Common Retirement Fund’s SM Energy SM Stock Holding History

New York State Common Retirement Fund’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 		$12.8M Sell
489,260
-48,000
-9% -$1.44M 0.02% 666
2026
Q1 		$16.8M Buy
537,260
+11,400
+2% +$260K 0.02% 493
2025
Q4 		$9.83M Buy
525,860
+10,900
+2% +$221K 0.01% 742
2025
Q3 		$12.9M Sell
514,960
-3,200
-0.6% -$86.3K 0.02% 641
2025
Q2 		$12.8M Sell
518,160
-328,684
-39% -$7.96M 0.02% 633
2025
Q1 		$25.4M Buy
+846,844
New +$30.4M 0.04% 344
2022
Q1 		– Sell
-87,113
Closed -$2.57M – 3361
2021
Q4 		$2.57M Buy
87,113
+14
+0% +$437 ﹤0.01% 1644
2021
Q3 		$2.3M Sell
87,099
-16,883
-16% -$341K ﹤0.01% 1694
2021
Q2 		$2.56M Buy
103,982
+882
+0.9% +$17.1K ﹤0.01% 1723
2021
Q1 		$1.69M Buy
103,100
+2,400
+2% +$30.7K ﹤0.01% 1877
2020
Q4 		$616K Hold
100,700
– – ﹤0.01% 2249
2020
Q3 		$160K Hold
100,700
– – ﹤0.01% 2747
2020
Q2 		$378K Hold
100,700
– – ﹤0.01% 2355
2020
Q1 		$123K Sell
100,700
-262,680
-72% -$1.86M ﹤0.01% 2680
2019
Q4 		$4.08M Buy
363,380
+140
+0% +$1.26K ﹤0.01% 1326
2019
Q3 		$3.52M Buy
363,240
+56,087
+18% +$572K ﹤0.01% 1372
2019
Q2 		$3.85M Sell
307,153
-49,840
-14% -$723K ﹤0.01% 1363
2019
Q1 		$6.24M Buy
356,993
+9,214
+3% +$164K 0.01% 1145
2018
Q4 		$5.38M Sell
347,779
-575,367
-62% -$13.3M 0.01% 1151
2018
Q3 		$29.1M Sell
923,146
-631,857
-41% -$18.1M 0.03% 516
2018
Q2 		$39.9M Sell
1,555,003
-93,303
-6% -$2.18M 0.05% 371
2018
Q1 		$29.7M Buy
1,648,306
+387,948
+31% +$8.38M 0.04% 491
2017
Q4 		$27.8M Buy
1,260,358
+5,140
+0.4% +$104K 0.03% 522
2017
Q3 		$22.3M Buy
1,255,218
+109,660
+10% +$1.71M 0.03% 591
2017
Q2 		$18.9M Buy
1,145,558
+255,017
+29% +$5.06M 0.03% 652
2017
Q1 		$21.4M Buy
890,541
+321,090
+56% +$8.89M 0.03% 591
2016
Q4 		$19.6M Buy
569,451
+195,720
+52% +$7.07M 0.03% 633
2016
Q3 		$14.4M Sell
373,731
-66,090
-15% -$2.12M 0.02% 741
2016
Q2 		$11.9M Sell
439,821
-189,427
-30% -$5.31M 0.02% 852
2016
Q1 		$11.8M Buy
629,248
+7,170
+1% +$98.9K 0.02% 827
2015
Q4 		$12.2M Buy
622,078
+208,054
+50% +$6.34M 0.02% 809
2015
Q3 		$13.3M Buy
414,024
+79,870
+24% +$2.9M 0.02% 753
2015
Q2 		$15.4M Sell
334,154
-20,315
-6% -$1.07M 0.02% 721
2015
Q1 		$18.3M Sell
354,469
-181,946
-34% -$7.9M 0.03% 622
2014
Q4 		$20.7M Sell
536,415
-55,622
-9% -$2.79M 0.03% 589
2014
Q3 		$46.2M Buy
592,037
+69,400
+13% +$5.66M 0.07% 302
2014
Q2 		$44M Sell
522,637
-71,850
-12% -$5.51M 0.06% 335
2014
Q1 		$42.4M Buy
594,487
+47,100
+9% +$3.69M 0.07% 334
2013
Q4 		$45.5M Buy
547,387
+267,550
+96% +$22.8M 0.07% 301
2013
Q3 		$21.6M Sell
279,837
-1,700
-0.6% -$118K 0.04% 549
2013
Q2 		$16.9M Buy
+281,537
New +$17.2M 0.03% 590

Other funds holding SM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
GRA
Goehring & Rozencwajg Associates New York $1.74B AUM 48.6% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

New York State Common Retirement Fund's SM Position: Q2 2026 in Review

New York State Common Retirement Fund reduced its SM Energy (SM) stake by 8.9% in Q2 2026, selling an estimated $1.44M and leaving 489,260 shares worth $12.8M. The position accounts for 0.02% of the portfolio, ranked #666.

New York State Common Retirement Fund first reported a position in SM in Q2 2013 and has held it in 41 quarters since. The position peaked at $46.2M in Q3 2014. 211 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • New York State Common Retirement Fund held 489,260 shares of SM Energy worth $12.8M as of Q2 2026.
  • New York State Common Retirement Fund sold 48,000 SM Energy shares in Q2 2026, an estimated $1.44M.
  • SM Energy made up 0.02% of New York State Common Retirement Fund's portfolio in Q2 2026, its #666 holding.
  • New York State Common Retirement Fund first reported a position in SM Energy in Q2 2013 and has held it in 41 quarters since.
  • New York State Common Retirement Fund's SM Energy position peaked at $46.2M in Q3 2014.
  • 211 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on New York State Common Retirement Fund's 13F filing for Q2 2026, filed 29 Jul 2026.