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NFJ Investment Group’s SM Energy SM Stock Holding History

NFJ Investment 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 		$2.81M Buy
107,494
+10,557
+11% +$317K 0.09% 142
2026
Q1 		$3.02M Hold
96,937
– – 0.11% 129
2025
Q4 		$1.81M Sell
96,937
-4,255
-4% -$86.2K 0.07% 170
2025
Q3 		$2.53M Sell
101,192
-11,154
-10% -$301K 0.09% 175
2025
Q2 		$2.78M Buy
112,346
+32,086
+40% +$777K 0.1% 172
2025
Q1 		$2.4M Hold
80,260
– – 0.08% 193
2024
Q4 		$3.11M Buy
80,260
+5,781
+8% +$244K 0.1% 172
2024
Q3 		$2.98M Buy
+74,479
New +$3.23M 0.09% 184

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

NFJ Investment Group's SM Position: Q2 2026 in Review

NFJ Investment Group increased its SM Energy (SM) stake by 11% in Q2 2026, buying an estimated $317K and bringing the position to 107,494 shares worth $2.81M. The position accounts for 0.09% of the portfolio, ranked #142.

NFJ Investment Group first reported a position in SM in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.11M in Q4 2024. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • NFJ Investment Group held 107,494 shares of SM Energy worth $2.81M as of Q2 2026.
  • NFJ Investment Group bought 10,557 SM Energy shares in Q2 2026, an estimated $317K.
  • SM Energy made up 0.09% of NFJ Investment Group's portfolio in Q2 2026, its #142 holding.
  • NFJ Investment Group first reported a position in SM Energy in Q3 2024 and has held it in 8 quarters since.
  • NFJ Investment Group's SM Energy position peaked at $3.11M in Q4 2024.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on NFJ Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.