SPIA
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Steward Partners Investment Advisory’s SM Energy SM Stock Holding History

Steward Partners Investment Advisory’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 		$4.33M Sell
165,890
-291,443
-64% -$8.75M 0.02% 617
2026
Q1 		$14.3M Buy
457,333
+457,132
+227,429% +$10.4M 0.07% 252
2025
Q4 		$3.76K Sell
201
-17
-8% -$344 ﹤0.01% 3776
2025
Q3 		$5.44K Sell
218
-28
-11% -$755 ﹤0.01% 3632
2025
Q2 		$6.08K Sell
246
-81
-25% -$1.96K ﹤0.01% 3405
2025
Q1 		$9.79K Buy
327
+38
+13% +$1.36K ﹤0.01% 3108
2024
Q4 		$11.2K Buy
289
+139
+93% +$5.87K ﹤0.01% 3052
2024
Q3 		$6K Hold
150
– – ﹤0.01% 3126
2024
Q2 		$6.49K Hold
150
– – ﹤0.01% 2964
2024
Q1 		$7.48K Hold
150
– – ﹤0.01% 2914
2023
Q4 		$5.81K Hold
150
– – ﹤0.01% 2906
2023
Q3 		$5.95K Hold
150
– – ﹤0.01% 2775
2023
Q2 		$4.75K Hold
150
– – ﹤0.01% 2805
2023
Q1 		$4.22K Hold
150
– – ﹤0.01% 2832
2022
Q4 		$5.22K Buy
+150
New +$6.24K ﹤0.01% 2760
2020
Q1 		– Sell
-1
Closed – – 2682
2019
Q4 		$0 Sell
1
-1
-50% -$9 ﹤0.01% 2731
2019
Q3 		$0 Hold
2
– – ﹤0.01% 2755
2019
Q2 		$0 Buy
+2
New +$29 ﹤0.01% 2685

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

Steward Partners Investment Advisory's SM Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its SM Energy (SM) stake by 64% in Q2 2026, selling an estimated $8.75M and leaving 165,890 shares worth $4.33M. The position accounts for 0.02% of the portfolio, ranked #617.

Steward Partners Investment Advisory first reported a position in SM in Q2 2019 and has held it in 18 quarters since. The position peaked at $14.3M in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Steward Partners Investment Advisory held 165,890 shares of SM Energy worth $4.33M as of Q2 2026.
  • Steward Partners Investment Advisory sold 291,443 SM Energy shares in Q2 2026, an estimated $8.75M.
  • SM Energy made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #617 holding.
  • Steward Partners Investment Advisory first reported a position in SM Energy in Q2 2019 and has held it in 18 quarters since.
  • Steward Partners Investment Advisory's SM Energy position peaked at $14.3M in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.