NewEdge Advisors’s SM Energy SM Stock Holding History

NewEdge 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 Q1	$22.4K	Buy	720 +531	+281%	+$12.1K	﹤0.01%	3163
2025 Q4	$3.53K	Sell	189 -3,110	-94%	-$63K	﹤0.01%	3765
2025 Q3	$82.4K	Buy	3,299 +23	+0.7%	+$620	﹤0.01%	2662
2025 Q2	$81K	Buy	3,276 +28	+0.9%	+$678	﹤0.01%	2495
2025 Q1	$97.3K	Buy	3,248 +1,007	+45%	+$36.1K	﹤0.01%	2302
2024 Q4	$86.8K	Buy	2,241 +10	+0.4%	+$422	﹤0.01%	2322
2024 Q3	$89.2K	Buy	2,231 +258	+13%	+$11.2K	﹤0.01%	2231
2024 Q2	$85.3K	Sell	1,973 -1,097	-36%	-$53.9K	﹤0.01%	2172
2024 Q1	$153K	Sell	3,070 -188	-6%	-$7.69K	﹤0.01%	1923
2023 Q4	$126K	Sell	3,258 -211	-6%	-$8.14K	﹤0.01%	1869
2023 Q3	$138K	Sell	3,469 -2,018	-37%	-$76.5K	﹤0.01%	1735
2023 Q2	$174K	Buy	5,487 +144	+3%	+$4.07K	﹤0.01%	1687
2023 Q1	$150K	Buy	5,343 +330	+7%	+$10.1K	﹤0.01%	1632
2022 Q4	$7.13K	Buy	+5,013	New	+$208K	﹤0.01%	2473
2017 Q3	–	Sell	-1,484	Closed	-$23.5K	–	1002
2017 Q2	$23.5K	Buy	+1,484	New	+$29.4K	﹤0.01%	690

Other funds holding SM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $4.36B AUM 24.94% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return