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TwinBeech Capital’s SM Energy SM Stock Holding History

TwinBeech Capital’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 		– Sell
-28,153
Closed -$526K – 806
2025
Q4 		$526K Buy
28,153
+17,778
+171% +$360K 0.04% 399
2025
Q3 		$259K Sell
10,375
-46,573
-82% -$1.26M 0.01% 494
2025
Q2 		$1.41M Sell
56,948
-276,602
-83% -$6.7M 0.03% 371
2025
Q1 		$9.99M Buy
333,550
+324,621
+3,636% +$11.6M 0.18% 148
2024
Q4 		$346K Buy
+8,929
New +$377K 0.01% 503
2024
Q3 		– Sell
-126,427
Closed -$5.47M – 873
2024
Q2 		$5.47M Buy
+126,427
New +$6.21M 0.11% 216
2023
Q4 		– Sell
-32,753
Closed -$1.3M – 889
2023
Q3 		$1.3M Buy
+32,753
New +$1.24M 0.02% 457
2023
Q1 		– Sell
-71,842
Closed -$2.5M – 870
2022
Q4 		$2.5M Buy
71,842
+36,977
+106% +$1.54M 0.05% 391
2022
Q3 		$1.31M Buy
+34,865
New +$1.37M 0.03% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

TwinBeech Capital's SM Position: Q1 2026 in Review

TwinBeech Capital sold out of SM Energy (SM) in Q1 2026, closing a stake of 28,153 shares — an estimated $526K sold.

TwinBeech Capital first reported a position in SM in Q3 2022 and held it in 9 quarters. The position peaked at $9.99M in Q1 2025. 514 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • TwinBeech Capital reported no remaining SM Energy position as of Q1 2026 after selling out during the quarter.
  • TwinBeech Capital sold 28,153 SM Energy shares in Q1 2026, an estimated $526K.
  • TwinBeech Capital first reported a position in SM Energy in Q3 2022 and held it in 9 quarters.
  • TwinBeech Capital's SM Energy position peaked at $9.99M in Q1 2025.
  • 514 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.