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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
Q2 		$475K Buy
18,189
+2,989
+20% +$89.8K ﹤0.01% 2121
2026
Q1 		$474K Buy
+15,200
New +$347K ﹤0.01% 1863
2025
Q4 		– Sell
-45,529
Closed -$1.14M – 2323
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 – 1918
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 $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

Tidal Investments's SM Position: Q2 2026 in Review

Tidal Investments increased its SM Energy (SM) stake by 20% in Q2 2026, buying an estimated $89.8K and bringing the position to 18,189 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #2121.

Tidal Investments first reported a position in SM in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.7M in Q1 2024. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Tidal Investments held 18,189 shares of SM Energy worth $475K as of Q2 2026.
  • Tidal Investments bought 2,989 SM Energy shares in Q2 2026, an estimated $89.8K.
  • SM Energy made up ﹤0.01% of Tidal Investments's portfolio in Q2 2026, its #2121 holding.
  • Tidal Investments first reported a position in SM Energy in Q1 2023 and has held it in 12 quarters since.
  • Tidal Investments's SM Energy position peaked at $1.7M in Q1 2024.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.