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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Realta Investment Advisors's SM Position: Q1 2026 in Review

Realta Investment Advisors opened a new position in SM Energy (SM) in Q1 2026: 467 shares worth $14.5K. The stake represents 0.01% of the portfolio and ranks #290 among its holdings. This is a return to the name: Realta Investment Advisors previously reported a position in SM as recently as Q3 2025.

Realta Investment Advisors first reported a position in SM in Q3 2024 and has held it in 6 quarters since. The position peaked at $14.7K in Q4 2024. 510 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • Realta Investment Advisors held 467 shares of SM Energy worth $14.5K as of Q1 2026.
  • SM Energy was a new Realta Investment Advisors position in Q1 2026.
  • SM Energy made up 0.01% of Realta Investment Advisors's portfolio in Q1 2026, its #290 holding.
  • Realta Investment Advisors first reported a position in SM Energy in Q3 2024 and has held it in 6 quarters since.
  • Realta Investment Advisors's SM Energy position peaked at $14.7K in Q4 2024.
  • 510 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on Realta Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.