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Shelton Capital Management’s SM Energy SM Stock Holding History

Shelton 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 		– Sell
-7,843
Closed -$245K – 793
2026
Q1 		$245K Buy
+7,843
New +$179K 0.01% 593
2024
Q3 		– Sell
-4,810
Closed -$208K – 772
2024
Q2 		$208K Sell
4,810
-290
-6% -$14.2K 0.01% 678
2024
Q1 		$254K Sell
5,100
-316
-6% -$12.9K 0.01% 608
2023
Q4 		$210K Sell
5,416
-379
-7% -$14.6K 0.01% 678
2023
Q3 		$230K Buy
+5,795
New +$220K 0.01% 588
2023
Q1 		– Sell
-7,601
Closed -$265K – 763
2022
Q4 		$265K Hold
7,601
– – 0.03% 499
2022
Q3 		$286K Hold
7,601
– – 0.01% 470
2022
Q2 		$260K Hold
7,601
– – 0.01% 542
2022
Q1 		$296K Buy
7,601
+568
+8% +$20.5K 0.01% 564
2021
Q4 		$207K Buy
+7,033
New +$220K 0.01% 786
2018
Q4 		– Sell
-7,260
Closed -$229K – 880
2018
Q3 		$229K Buy
+7,260
New +$208K 0.01% 778
2017
Q1 		– Sell
-6,497
Closed -$224K – 897
2016
Q4 		$224K Buy
+6,497
New +$235K 0.02% 776
2015
Q4 		– Sell
-6,571
Closed -$211K – 759
2015
Q3 		$211K Hold
6,571
– – 0.02% 684
2015
Q2 		$303K Buy
+6,571
New +$347K 0.03% 578
2015
Q1 		– Sell
-7,223
Closed -$279K – 816
2014
Q4 		$279K Hold
7,223
– – 0.03% 610
2014
Q3 		$563K Hold
7,223
– – 0.08% 298
2014
Q2 		$607K Hold
7,223
– – 0.08% 283
2014
Q1 		$515K Hold
7,223
– – 0.08% 309
2013
Q4 		$600K Hold
7,223
– – 0.09% 245
2013
Q3 		$558K Hold
7,223
– – 0.09% 245
2013
Q2 		$433K Buy
+7,223
New +$440K 0.08% 314

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

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

Shelton Capital Management sold out of SM Energy (SM) in Q2 2026, closing a stake of 7,843 shares — an estimated $245K sold.

Shelton Capital Management first reported a position in SM in Q2 2013 and held it in 21 quarters. The position peaked at $607K in Q2 2014. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Shelton Capital Management reported no remaining SM Energy position as of Q2 2026 after selling out during the quarter.
  • Shelton Capital Management sold 7,843 SM Energy shares in Q2 2026, an estimated $245K.
  • Shelton Capital Management first reported a position in SM Energy in Q2 2013 and held it in 21 quarters.
  • Shelton Capital Management's SM Energy position peaked at $607K in Q2 2014.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

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