SPS
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Susquehanna Portfolio Strategies’s SM Energy SM Stock Holding History

Susquehanna Portfolio Strategies’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 		$14M Buy
536,124
+382,004
+248% +$11.5M 0.22% 122
2026
Q1 		$4.81M Buy
+154,120
New +$3.52M 0.07% 312

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

Susquehanna Portfolio Strategies's SM Position: Q2 2026 in Review

Susquehanna Portfolio Strategies increased its SM Energy (SM) stake by 248% in Q2 2026, buying an estimated $11.5M and bringing the position to 536,124 shares worth $14M. The position accounts for 0.22% of the portfolio, ranked #122.

Susquehanna Portfolio Strategies first reported a position in SM in Q1 2026 and has held it in 2 quarters since. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Susquehanna Portfolio Strategies held 536,124 shares of SM Energy worth $14M as of Q2 2026.
  • Susquehanna Portfolio Strategies bought 382,004 SM Energy shares in Q2 2026, an estimated $11.5M.
  • SM Energy made up 0.22% of Susquehanna Portfolio Strategies's portfolio in Q2 2026, its #122 holding.
  • Susquehanna Portfolio Strategies first reported a position in SM Energy in Q1 2026 and has held it in 2 quarters since.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Susquehanna Portfolio Strategies's 13F filing for Q2 2026, filed 14 Aug 2026.