Quantinno Capital Management’s SM Energy SM Stock Holding History

Quantinno Capital Management’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 Q1	$3.17M	Buy	101,624 +75,014	+282%	+$1.71M	0.01%	1362
2025 Q4	$498K	Sell	26,610 -1,241	-4%	-$25.1K	﹤0.01%	2439
2025 Q3	$695K	Buy	27,851 +7,052	+34%	+$190K	﹤0.01%	1724
2025 Q2	$514K	Buy	20,799 +13,057	+169%	+$316K	﹤0.01%	1633
2025 Q1	$232K	Buy	7,742 +1,024	+15%	+$36.7K	﹤0.01%	1778
2024 Q4	$260K	Buy	6,718 +402	+6%	+$17K	﹤0.01%	1437
2024 Q3	$252K	Buy	+6,316	New	+$274K	﹤0.01%	1321
2019 Q1	–	Sell	-11,125	Closed	-$172K	–	459
2018 Q4	$172K	Buy	+11,125	New	+$257K	0.14%	326

Other funds holding SM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Quantinno Capital Management's SM Position: Q1 2026 in Review

Quantinno Capital Management increased its SM Energy (SM) stake by 282% in Q1 2026, buying an estimated $1.71M and bringing the position to 101,624 shares worth $3.17M. The position accounts for 0.01% of the portfolio, ranked #1362.

Quantinno Capital Management first reported a position in SM in Q4 2018 and has held it in 8 quarters since. 510 funds tracked by Wall St. Rank hold SM as of Q1 2026.

Quantinno Capital Management held 101,624 shares of SM Energy worth $3.17M as of Q1 2026.
Quantinno Capital Management bought 75,014 SM Energy shares in Q1 2026, an estimated $1.71M.
SM Energy made up 0.01% of Quantinno Capital Management's portfolio in Q1 2026, its #1362 holding.
Quantinno Capital Management first reported a position in SM Energy in Q4 2018 and has held it in 8 quarters since.
510 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on Quantinno Capital Management's 13F filing for Q1 2026, filed 15 May 2026.