Rockefeller Capital Management
SM icon

Rockefeller Capital Management’s SM Energy SM Stock Holding History

Rockefeller 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
Q3 		$185K Buy
5,488
+776
+16% +$26K ﹤0.01% 2716
2026
Q2 		$123K Buy
4,712
+617
+15% +$18.5K ﹤0.01% 2868
2026
Q1 		$128K Buy
4,095
+3,219
+367% +$73.4K ﹤0.01% 2733
2025
Q4 		$16.4K Sell
876
-553
-39% -$11.2K ﹤0.01% 3599
2025
Q3 		$35.7K Buy
+1,429
New +$38.5K ﹤0.01% 3077
2023
Q1 		– Sell
-171
Closed -$5K – 3619
2022
Q4 		$5K Sell
171
-8
-4% -$333 ﹤0.01% 3342
2022
Q3 		$6K Buy
179
+38
+27% +$1.5K ﹤0.01% 3297
2022
Q2 		$4K Buy
141
+123
+683% +$5K ﹤0.01% 3570
2022
Q1 		$0 Sell
18
-1,982
-99% -$71.4K ﹤0.01% 4049
2021
Q4 		$58K Sell
2,000
-84
-4% -$2.62K ﹤0.01% 2151
2021
Q3 		$54K Sell
2,084
-830
-28% -$16.8K ﹤0.01% 2105
2021
Q2 		$71K Hold
2,914
– – ﹤0.01% 1933
2021
Q1 		$47K Buy
+2,914
New +$37.3K ﹤0.01% 1915
2020
Q2 		– Sell
-914
Closed -$1K – 2680
2020
Q1 		$1K Hold
914
– – ﹤0.01% 2309
2019
Q4 		$10K Hold
914
– – ﹤0.01% 1616
2019
Q3 		$9K Buy
+914
New +$9.32K ﹤0.01% 1467
2019
Q2 		– Sell
-1,067
Closed -$18K – 1935
2019
Q1 		$18K Buy
1,067
+422
+65% +$7.5K ﹤0.01% 1289
2018
Q4 		$10K Hold
645
– – ﹤0.01% 703
2018
Q3 		$20K Hold
645
– – ﹤0.01% 511
2018
Q2 		$17K Buy
+645
New +$15.1K ﹤0.01% 545

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American Century Companies
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Dimensional Fund Advisors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Donald Smith & Co
Donald Smith & Co New York $5.71B AUM 26.51% 1-Year Est. Return
Mackenzie Financial
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JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Rockefeller Capital Management's SM Position: Q3 2026 in Review

Rockefeller Capital Management increased its SM Energy (SM) stake by 16% in Q3 2026, buying an estimated $26K and bringing the position to 5,488 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #2716.

Rockefeller Capital Management first reported a position in SM in Q2 2018 and has held it in 20 quarters since. 414 funds tracked by Wall St. Rank hold SM as of Q3 2026.

  • Rockefeller Capital Management held 5,488 shares of SM Energy worth $185K as of Q3 2026.
  • Rockefeller Capital Management bought 776 SM Energy shares in Q3 2026, an estimated $26K.
  • SM Energy made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #2716 holding.
  • Rockefeller Capital Management first reported a position in SM Energy in Q2 2018 and has held it in 20 quarters since.
  • 414 funds tracked by Wall St. Rank held SM Energy as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.