Wealth Enhancement Advisory Services
SM icon

Wealth Enhancement Advisory Services’s SM Energy SM Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.25M Buy
44,973
+6,885
+18% +$207K ﹤0.01% 1915
2026
Q1 		$1.17M Buy
+38,088
New +$869K ﹤0.01% 1700
2025
Q3 		– Sell
-8,341
Closed -$216K – 3691
2025
Q2 		$216K Buy
+8,341
New +$202K ﹤0.01% 2921
2025
Q1 		– Sell
-7,683
Closed -$298K – 3146
2024
Q4 		$298K Sell
7,683
-90
-1% -$3.8K ﹤0.01% 2385
2024
Q3 		$311K Buy
+7,773
New +$337K ﹤0.01% 2153

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

Wealth Enhancement Advisory Services's SM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its SM Energy (SM) stake by 18% in Q2 2026, buying an estimated $207K and bringing the position to 44,973 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1915.

Wealth Enhancement Advisory Services first reported a position in SM in Q3 2024 and has held it in 5 quarters since. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 44,973 shares of SM Energy worth $1.25M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 6,885 SM Energy shares in Q2 2026, an estimated $207K.
  • SM Energy made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1915 holding.
  • Wealth Enhancement Advisory Services first reported a position in SM Energy in Q3 2024 and has held it in 5 quarters since.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.