TI
SM icon

Tidal Investments’s SM Energy SM Stock Holding History

Tidal 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
Q1 		$474K Buy
+15,200
New +$347K ﹤0.01% 1863
2025
Q4 		– Sell
-45,529
Closed -$1.14M – 2326
2025
Q3 		$1.14M Buy
45,529
+2,950
+7% +$79.6K ﹤0.01% 1154
2025
Q2 		$1.05M Buy
42,579
+750
+2% +$18.2K 0.01% 1013
2025
Q1 		$1.25M Buy
41,829
+35,237
+535% +$1.26M 0.01% 881
2024
Q4 		$256K Sell
6,592
-4,531
-41% -$191K ﹤0.01% 1650
2024
Q3 		$445K Buy
+11,123
New +$483K ﹤0.01% 1434
2024
Q2 		– Sell
-34,138
Closed -$1.7M – 1922
2024
Q1 		$1.7M Sell
34,138
-2,312
-6% -$94.5K 0.03% 611
2023
Q4 		$1.41M Buy
36,450
+1,888
+5% +$72.8K 0.03% 489
2023
Q3 		$1.37M Sell
34,562
-9,195
-21% -$349K 0.04% 442
2023
Q2 		$1.38M Sell
43,757
-1,808
-4% -$51.1K 0.04% 430
2023
Q1 		$1.28M Buy
+45,565
New +$1.39M 0.04% 407

Other funds holding SM

BlackRock
BlackRock New York $5.7T 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 $4.36B 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