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Turtle Creek Wealth Advisors’s SM Energy SM Stock Holding History

Turtle Creek Wealth Advisors’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 		$4.98M Buy
+190,959
New +$5.74M 0.26% 79

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 $3.38T AUM 44.17% 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

Turtle Creek Wealth Advisors's SM Position: Q2 2026 in Review

Turtle Creek Wealth Advisors opened a new position in SM Energy (SM) in Q2 2026: 190,959 shares worth $4.98M. The stake represents 0.26% of the portfolio and ranks #79 among its holdings.

499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Turtle Creek Wealth Advisors held 190,959 shares of SM Energy worth $4.98M as of Q2 2026.
  • SM Energy was a new Turtle Creek Wealth Advisors position in Q2 2026.
  • SM Energy made up 0.26% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #79 holding.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.