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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
Q2 		$18.8K Hold
720
– – ﹤0.01% 3380
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
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

NewEdge Advisors's SM Position: Q2 2026 in Review

NewEdge Advisors held its SM Energy (SM) position steady in Q2 2026 at 720 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3380.

NewEdge Advisors first reported a position in SM in Q2 2017 and has held it in 16 quarters since. The position peaked at $174K in Q2 2023. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • NewEdge Advisors held 720 shares of SM Energy worth $18.8K as of Q2 2026.
  • NewEdge Advisors left its SM Energy share count unchanged in Q2 2026.
  • SM Energy made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3380 holding.
  • NewEdge Advisors first reported a position in SM Energy in Q2 2017 and has held it in 16 quarters since.
  • NewEdge Advisors's SM Energy position peaked at $174K in Q2 2023.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.