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Sagefield Capital’s SM Energy SM Stock Holding History

Sagefield Capital’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 		$17M Buy
652,363
+161,067
+33% +$4.84M 1.26% 22
2026
Q1 		$15.3M Sell
491,296
-592,909
-55% -$13.5M 1.1% 26
2025
Q4 		$20.3M Buy
+1,084,205
New +$22M 1.72% 18

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

Sagefield Capital's SM Position: Q2 2026 in Review

Sagefield Capital increased its SM Energy (SM) stake by 33% in Q2 2026, buying an estimated $4.84M and bringing the position to 652,363 shares worth $17M. The position accounts for 1.26% of the portfolio, ranked #22.

Sagefield Capital first reported a position in SM in Q4 2025 and has held it in 3 quarters since. The position peaked at $20.3M in Q4 2025. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Sagefield Capital held 652,363 shares of SM Energy worth $17M as of Q2 2026.
  • Sagefield Capital bought 161,067 SM Energy shares in Q2 2026, an estimated $4.84M.
  • SM Energy made up 1.26% of Sagefield Capital's portfolio in Q2 2026, its #22 holding.
  • Sagefield Capital first reported a position in SM Energy in Q4 2025 and has held it in 3 quarters since.
  • Sagefield Capital's SM Energy position peaked at $20.3M in Q4 2025.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Sagefield Capital's 13F filing for Q2 2026, filed 14 Aug 2026.