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Realta Investment Advisors’s SM Energy SM Stock Holding History

Realta Investment 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 		$12.3K Buy
470
+3
+0.6% +$90 ﹤0.01% 311
2026
Q1 		$14.5K Buy
+467
New +$10.7K 0.01% 290
2025
Q4 		– Sell
-122
Closed -$3.05K – 369
2025
Q3 		$3.05K Hold
122
– – ﹤0.01% 308
2025
Q2 		$3.02K Hold
122
– – ﹤0.01% 289
2025
Q1 		$3.65K Sell
122
-240
-66% -$8.61K ﹤0.01% 302
2024
Q4 		$14.7K Buy
362
+101
+39% +$4.26K 0.01% 290
2024
Q3 		$11.6K Buy
+261
New +$11.3K 0.01% 296

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

Realta Investment Advisors's SM Position: Q2 2026 in Review

Realta Investment Advisors increased its SM Energy (SM) stake by 0.64% in Q2 2026, buying an estimated $90 and bringing the position to 470 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Realta Investment Advisors first reported a position in SM in Q3 2024 and has held it in 7 quarters since. The position peaked at $14.7K in Q4 2024. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Realta Investment Advisors held 470 shares of SM Energy worth $12.3K as of Q2 2026.
  • Realta Investment Advisors bought 3 SM Energy shares in Q2 2026, an estimated $90.
  • SM Energy made up ﹤0.01% of Realta Investment Advisors's portfolio in Q2 2026, its #311 holding.
  • Realta Investment Advisors first reported a position in SM Energy in Q3 2024 and has held it in 7 quarters since.
  • Realta Investment Advisors's SM Energy position peaked at $14.7K in Q4 2024.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.