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SMH Capital Advisors’s SM Energy SM Stock Holding History

SMH Capital Advisors’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
Q1 		$1.17M Buy
+1,168
New +$26.6K 3.54% 6

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SMH Capital Advisors's SM Position: Q1 2026 in Review

SMH Capital Advisors opened a new position in SM Energy (SM) in Q1 2026: 1,168 shares worth $1.17M. The stake represents 3.54% of the portfolio and ranks #6 among its holdings.

510 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • SMH Capital Advisors held 1,168 shares of SM Energy worth $1.17M as of Q1 2026.
  • SM Energy was a new SMH Capital Advisors position in Q1 2026.
  • SM Energy made up 3.54% of SMH Capital Advisors's portfolio in Q1 2026, its #6 holding.
  • 510 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on SMH Capital Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.