VIA
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Virtus Investment Advisers’s SM Energy SM Stock Holding History

Virtus Investment Advisers’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 		$185K Buy
7,085
+603
+9% +$18.1K 0.04% 451
2026
Q1 		$202K Sell
6,482
-2,080
-24% -$47.5K 0.06% 348
2025
Q4 		$160K Buy
+8,562
New +$173K 0.04% 442
2016
Q2 		– Sell
-900
Closed -$17K – 28
2016
Q1 		$17K Buy
+900
New +$12.4K 0.01% 16

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

Virtus Investment Advisers's SM Position: Q2 2026 in Review

Virtus Investment Advisers increased its SM Energy (SM) stake by 9.3% in Q2 2026, buying an estimated $18.1K and bringing the position to 7,085 shares worth $185K. The position accounts for 0.04% of the portfolio, ranked #451.

Virtus Investment Advisers first reported a position in SM in Q1 2016 and has held it in 4 quarters since. The position peaked at $202K in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Virtus Investment Advisers held 7,085 shares of SM Energy worth $185K as of Q2 2026.
  • Virtus Investment Advisers bought 603 SM Energy shares in Q2 2026, an estimated $18.1K.
  • SM Energy made up 0.04% of Virtus Investment Advisers's portfolio in Q2 2026, its #451 holding.
  • Virtus Investment Advisers first reported a position in SM Energy in Q1 2016 and has held it in 4 quarters since.
  • Virtus Investment Advisers's SM Energy position peaked at $202K in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.