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Saxon Interests’s SM Energy SM Stock Holding History

Saxon Interests’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 		$892K Buy
34,177
+11
+0% +$330 0.25% 86
2026
Q1 		$1.07M Buy
+34,166
New +$779K 0.37% 64

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

Saxon Interests's SM Position: Q2 2026 in Review

Saxon Interests increased its SM Energy (SM) stake by 0.03% in Q2 2026, buying an estimated $330 and bringing the position to 34,177 shares worth $892K. The position accounts for 0.25% of the portfolio, ranked #86.

Saxon Interests first reported a position in SM in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.07M in Q1 2026. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Saxon Interests held 34,177 shares of SM Energy worth $892K as of Q2 2026.
  • Saxon Interests bought 11 SM Energy shares in Q2 2026, an estimated $330.
  • SM Energy made up 0.25% of Saxon Interests's portfolio in Q2 2026, its #86 holding.
  • Saxon Interests first reported a position in SM Energy in Q1 2026 and has held it in 2 quarters since.
  • Saxon Interests's SM Energy position peaked at $1.07M in Q1 2026.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.