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Steve Schonfeld’s SM Energy SM Stock Holding History

Steve Schonfeld’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 		$2.5M Buy
95,925
+81,954
+587% +$2.46M 0.01% 948
2026
Q1 		$436K Sell
13,971
-19,778
-59% -$451K ﹤0.01% 1444
2025
Q4 		$631K Sell
33,749
-2,741
-8% -$55.5K ﹤0.01% 1306
2025
Q3 		$911K Buy
+36,490
New +$984K 0.01% 1418
2025
Q1 		– Sell
-30,545
Closed -$1.18M – 2473
2024
Q4 		$1.18M Buy
+30,545
New +$1.29M 0.01% 1042
2024
Q3 		– Sell
-81,474
Closed -$3.52M – 2391
2024
Q2 		$3.52M Buy
81,474
+65,539
+411% +$3.22M 0.02% 673
2024
Q1 		$794K Buy
+15,935
New +$651K 0.01% 1313
2023
Q4 		– Sell
-6,509
Closed -$258K – 2181
2023
Q3 		$258K Buy
+6,509
New +$247K ﹤0.01% 1353
2023
Q1 		– Sell
-51,139
Closed -$1.78M – 2610
2022
Q4 		$1.78M Buy
+51,139
New +$2.13M 0.01% 870
2022
Q3 		– Sell
-9,258
Closed -$317K – 3144
2022
Q2 		$317K Sell
9,258
-5,842
-39% -$237K ﹤0.01% 1633
2022
Q1 		$588K Buy
+15,100
New +$544K 0.01% 1269
2021
Q3 		– Sell
-16,623
Closed -$409K – 2440
2021
Q2 		$409K Buy
+16,623
New +$322K ﹤0.01% 1296
2020
Q3 		– Sell
-10,000
Closed -$37K – 1626
2020
Q2 		$37K Sell
10,000
-26,667
-73% -$87.3K ﹤0.01% 1197
2020
Q1 		$45K Buy
+36,667
New +$259K ﹤0.01% 1059
2019
Q4 		– Sell
-22,300
Closed -$216K – 1473
2019
Q3 		$216K Buy
+22,300
New +$227K 0.01% 888
2018
Q4 		– Sell
-10,300
Closed -$325K – 1219
2018
Q3 		$325K Buy
+10,300
New +$296K 0.01% 678
2017
Q1 		– Sell
-36,320
Closed -$1.25M – 723
2016
Q4 		$1.25M Sell
36,320
-3,474
-9% -$126K 0.16% 191
2016
Q3 		$1.53M Buy
+39,794
New +$1.28M 0.26% 102

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

Steve Schonfeld's SM Position: Q2 2026 in Review

Steve Schonfeld increased its SM Energy (SM) stake by 587% in Q2 2026, buying an estimated $2.46M and bringing the position to 95,925 shares worth $2.5M. The position accounts for 0.01% of the portfolio, ranked #948.

Steve Schonfeld first reported a position in SM in Q3 2016 and has held it in 18 quarters since. The position peaked at $3.52M in Q2 2024. 496 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Steve Schonfeld held 95,925 shares of SM Energy worth $2.5M as of Q2 2026.
  • Steve Schonfeld bought 81,954 SM Energy shares in Q2 2026, an estimated $2.46M.
  • SM Energy made up 0.01% of Steve Schonfeld's portfolio in Q2 2026, its #948 holding.
  • Steve Schonfeld first reported a position in SM Energy in Q3 2016 and has held it in 18 quarters since.
  • Steve Schonfeld's SM Energy position peaked at $3.52M in Q2 2024.
  • 496 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.