QCIG
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Quad-Cities Investment Group’s SM Energy SM Stock Holding History

Quad-Cities 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 		$360K Buy
13,777
+375
+3% +$11.3K 0.13% 153
2026
Q1 		$418K Buy
+13,402
New +$306K 0.17% 130

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

Quad-Cities Investment Group's SM Position: Q2 2026 in Review

Quad-Cities Investment Group increased its SM Energy (SM) stake by 2.8% in Q2 2026, buying an estimated $11.3K and bringing the position to 13,777 shares worth $360K. The position accounts for 0.13% of the portfolio, ranked #153.

Quad-Cities Investment Group first reported a position in SM in Q1 2026 and has held it in 2 quarters since. The position peaked at $418K in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Quad-Cities Investment Group held 13,777 shares of SM Energy worth $360K as of Q2 2026.
  • Quad-Cities Investment Group bought 375 SM Energy shares in Q2 2026, an estimated $11.3K.
  • SM Energy made up 0.13% of Quad-Cities Investment Group's portfolio in Q2 2026, its #153 holding.
  • Quad-Cities Investment Group first reported a position in SM Energy in Q1 2026 and has held it in 2 quarters since.
  • Quad-Cities Investment Group's SM Energy position peaked at $418K in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Quad-Cities Investment Group's 13F filing for Q2 2026, filed 7 Jul 2026.