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

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Collar Capital Management Appleton, Wisconsin $170M AUM 76.01% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 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.

106 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.
106 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.