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Plante Moran Financial Advisors’s SM Energy SM Stock Holding History

Plante Moran Financial 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 		$1.15K Buy
+44
New +$1.32K ﹤0.01% 863
2025
Q2 		– Sell
-183
Closed -$5.5K – 846
2025
Q1 		$5.5K Buy
+183
New +$6.56K ﹤0.01% 638
2017
Q1 		– Sell
-98
Closed -$3K – 1011
2016
Q4 		$3K Hold
98
– – ﹤0.01% 810
2016
Q3 		$4K Hold
98
– – ﹤0.01% 752
2016
Q2 		$3K Hold
98
– – ﹤0.01% 741
2016
Q1 		$2K Buy
+98
New +$1.35K ﹤0.01% 748

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

Plante Moran Financial Advisors's SM Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in SM Energy (SM) in Q2 2026: 44 shares worth $1.15K. The stake represents ﹤0.01% of the portfolio and ranks #863 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in SM as recently as Q1 2025.

Plante Moran Financial Advisors first reported a position in SM in Q1 2016 and has held it in 6 quarters since. The position peaked at $5.5K in Q1 2025. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Plante Moran Financial Advisors held 44 shares of SM Energy worth $1.15K as of Q2 2026.
  • SM Energy was a new Plante Moran Financial Advisors position in Q2 2026.
  • SM Energy made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #863 holding.
  • Plante Moran Financial Advisors first reported a position in SM Energy in Q1 2016 and has held it in 6 quarters since.
  • Plante Moran Financial Advisors's SM Energy position peaked at $5.5K in Q1 2025.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.