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Pekin Hardy Strauss’s SM Energy SM Stock Holding History

Pekin Hardy Strauss’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 		$12.7M Buy
485,033
+15,248
+3% +$458K 1.12% 11
2026
Q1 		$14.6M Buy
469,785
+72,746
+18% +$1.66M 1.53% 7
2025
Q4 		$7.42M Buy
397,039
+77,638
+24% +$1.57M 0.69% 31
2025
Q3 		$7.98M Buy
319,401
+14,395
+5% +$388K 0.8% 28
2025
Q2 		$7.54M Buy
305,006
+118,291
+63% +$2.86M 0.86% 27
2025
Q1 		$5.59M Buy
186,715
+14,190
+8% +$509K 0.68% 42
2024
Q4 		$6.69M Sell
172,525
-6,225
-3% -$263K 0.85% 27
2024
Q3 		$7.14M Buy
178,750
+12,102
+7% +$525K 0.91% 24
2024
Q2 		$7.2M Sell
166,648
-51,891
-24% -$2.55M 0.99% 22
2024
Q1 		$10.9M Sell
218,539
-7,452
-3% -$305K 1.49% 11
2023
Q4 		$8.75M Buy
225,991
+5,713
+3% +$220K 1.23% 13
2023
Q3 		$8.73M Sell
220,278
-90,146
-29% -$3.42M 1.38% 10
2023
Q2 		$9.82M Buy
310,424
+13,772
+5% +$389K 1.08% 11
2023
Q1 		$8.35M Buy
296,652
+130,076
+78% +$3.97M 1.12% 15
2022
Q4 		$5.8M Buy
166,576
+22,971
+16% +$955K 0.8% 31
2022
Q3 		$5.4M Buy
143,605
+8,770
+7% +$345K 0.86% 28
2022
Q2 		$4.61M Buy
134,835
+66,350
+97% +$2.7M 0.65% 42
2022
Q1 		$2.67M Buy
+68,485
New +$2.47M 0.33% 76

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

Pekin Hardy Strauss's SM Position: Q2 2026 in Review

Pekin Hardy Strauss increased its SM Energy (SM) stake by 3.2% in Q2 2026, buying an estimated $458K and bringing the position to 485,033 shares worth $12.7M. The position accounts for 1.12% of the portfolio, ranked #11.

Pekin Hardy Strauss first reported a position in SM in Q1 2022 and has held it in 18 quarters since. The position peaked at $14.6M in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Pekin Hardy Strauss held 485,033 shares of SM Energy worth $12.7M as of Q2 2026.
  • Pekin Hardy Strauss bought 15,248 SM Energy shares in Q2 2026, an estimated $458K.
  • SM Energy made up 1.12% of Pekin Hardy Strauss's portfolio in Q2 2026, its #11 holding.
  • Pekin Hardy Strauss first reported a position in SM Energy in Q1 2022 and has held it in 18 quarters since.
  • Pekin Hardy Strauss's SM Energy position peaked at $14.6M in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Pekin Hardy Strauss's 13F filing for Q2 2026, filed 30 Jul 2026.