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Ruggaard & Associates’s SM Energy SM Stock Holding History

Ruggaard & Associates’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 		$225K Buy
8,610
+200
+2% +$6.01K 0.08% 117
2026
Q1 		$262K Buy
+8,410
New +$192K 0.1% 107

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

Ruggaard & Associates's SM Position: Q2 2026 in Review

Ruggaard & Associates increased its SM Energy (SM) stake by 2.4% in Q2 2026, buying an estimated $6.01K and bringing the position to 8,610 shares worth $225K. The position accounts for 0.08% of the portfolio, ranked #117.

Ruggaard & Associates first reported a position in SM in Q1 2026 and has held it in 2 quarters since. The position peaked at $262K in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Ruggaard & Associates held 8,610 shares of SM Energy worth $225K as of Q2 2026.
  • Ruggaard & Associates bought 200 SM Energy shares in Q2 2026, an estimated $6.01K.
  • SM Energy made up 0.08% of Ruggaard & Associates's portfolio in Q2 2026, its #117 holding.
  • Ruggaard & Associates first reported a position in SM Energy in Q1 2026 and has held it in 2 quarters since.
  • Ruggaard & Associates's SM Energy position peaked at $262K in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Ruggaard & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.