SGI
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Summit Global Investments’s SM Energy SM Stock Holding History

Summit Global Investments’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 		$447K Sell
17,114
-27,706
-62% -$832K 0.02% 364
2026
Q1 		$1.4M Sell
44,820
-1,597
-3% -$36.4K 0.08% 127
2025
Q4 		$868K Buy
46,417
+489
+1% +$9.91K 0.05% 225
2025
Q3 		$1.15M Sell
45,928
-1,553
-3% -$41.9K 0.07% 177
2025
Q2 		$1.17M Buy
47,481
+25,682
+118% +$622K 0.07% 163
2025
Q1 		$653K Buy
21,799
+10,354
+90% +$371K 0.05% 252
2024
Q4 		$444K Sell
11,445
-328
-3% -$13.9K 0.03% 379
2024
Q3 		$471K Sell
11,773
-7
-0.1% -$304 0.03% 368
2024
Q2 		$509K Buy
+11,780
New +$578K 0.03% 342
2024
Q1 		– Sell
-16,958
Closed -$657K – 593
2023
Q4 		$657K Buy
+16,958
New +$654K 0.04% 300
2023
Q2 		– Sell
-15,900
Closed -$448K – 608
2023
Q1 		$448K Buy
+15,900
New +$485K 0.03% 364
2022
Q2 		– Sell
-28,492
Closed -$1.11M – 525
2022
Q1 		$1.11M Buy
+28,492
New +$1.03M 0.08% 221

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

Summit Global Investments's SM Position: Q2 2026 in Review

Summit Global Investments reduced its SM Energy (SM) stake by 62% in Q2 2026, selling an estimated $832K and leaving 17,114 shares worth $447K. The position accounts for 0.02% of the portfolio, ranked #364.

Summit Global Investments first reported a position in SM in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.4M in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Summit Global Investments held 17,114 shares of SM Energy worth $447K as of Q2 2026.
  • Summit Global Investments sold 27,706 SM Energy shares in Q2 2026, an estimated $832K.
  • SM Energy made up 0.02% of Summit Global Investments's portfolio in Q2 2026, its #364 holding.
  • Summit Global Investments first reported a position in SM Energy in Q1 2022 and has held it in 12 quarters since.
  • Summit Global Investments's SM Energy position peaked at $1.4M in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.