Wells Fargo
SM icon

Wells Fargo’s SM Energy SM Stock Holding History

Wells Fargo’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
2019
Q4 		– Sell
-300,000
Closed -$42K – 6696
2019
Q3 		$42K Buy
+300,000
New +$3.06M ﹤0.01% 5609
2018
Q3 		– Sell
-35,000
Closed -$9K – 6548
2018
Q2 		$9K Buy
+35,000
New +$818K ﹤0.01% 5981

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo's SM Position: Q1 2026 in Review

Wells Fargo increased its SM Energy (SM) stake by 18% in Q1 2026, buying an estimated $896K and bringing the position to 252,113 shares worth $7.86M. The position accounts for ﹤0.01% of the portfolio, ranked #2224.

Wells Fargo first reported a position in SM in Q2 2013 and has held it in 52 quarters since. The position peaked at $43M in Q3 2014. 510 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • Wells Fargo held 252,113 shares of SM Energy worth $7.86M as of Q1 2026.
  • Wells Fargo bought 39,273 SM Energy shares in Q1 2026, an estimated $896K.
  • SM Energy made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #2224 holding.
  • Wells Fargo first reported a position in SM Energy in Q2 2013 and has held it in 52 quarters since.
  • Wells Fargo's SM Energy position peaked at $43M in Q3 2014.
  • 510 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.