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
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

Other funds holding SM

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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 $3.38T AUM 44.17% 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

Rockefeller Capital Management's SM Position: Q2 2026 in Review

Rockefeller Capital Management increased its SM Energy (SM) stake by 15% in Q2 2026, buying an estimated $18.5K and bringing the position to 4,712 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #2868.

Rockefeller Capital Management first reported a position in SM in Q2 2018 and has held it in 19 quarters since. The position peaked at $128K in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Rockefeller Capital Management held 4,712 shares of SM Energy worth $123K as of Q2 2026.
  • Rockefeller Capital Management bought 617 SM Energy shares in Q2 2026, an estimated $18.5K.
  • SM Energy made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2868 holding.
  • Rockefeller Capital Management first reported a position in SM Energy in Q2 2018 and has held it in 19 quarters since.
  • Rockefeller Capital Management's SM Energy position peaked at $128K in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.