X
SM icon

Xponance’s SM Energy SM Stock Holding History

Xponance’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 		$619K Buy
23,720
+780
+3% +$23.4K ﹤0.01% 999
2026
Q1 		$715K Buy
+22,940
New +$523K 0.01% 866
2025
Q4 		– Sell
-8,913
Closed -$223K – 1604
2025
Q3 		$223K Buy
8,913
+61
+0.7% +$1.65K ﹤0.01% 1312
2025
Q2 		$219K Buy
8,852
+164
+2% +$3.97K ﹤0.01% 1287
2025
Q1 		$260K Buy
8,688
+516
+6% +$18.5K ﹤0.01% 1146
2024
Q4 		$317K Buy
8,172
+223
+3% +$9.42K ﹤0.01% 1111
2024
Q3 		$318K Sell
7,949
-244
-3% -$10.6K ﹤0.01% 1075
2024
Q2 		$354K Buy
8,193
+1,107
+16% +$54.4K ﹤0.01% 1006
2024
Q1 		$353K Sell
7,086
-97
-1% -$3.97K ﹤0.01% 1036
2023
Q4 		$278K Buy
7,183
+29
+0.4% +$1.12K ﹤0.01% 1076
2023
Q3 		$284K Buy
7,154
+63
+0.9% +$2.39K ﹤0.01% 1051
2023
Q2 		$224K Buy
+7,091
New +$200K ﹤0.01% 1120
2023
Q1 		– Sell
-7,441
Closed -$259K – 1255
2022
Q4 		$259K Sell
7,441
-27
-0.4% -$1.12K ﹤0.01% 1065
2022
Q3 		$281K Buy
7,468
+729
+11% +$28.7K 0.01% 1012
2022
Q2 		$230K Buy
6,739
+507
+8% +$20.6K ﹤0.01% 1065
2022
Q1 		$243K Buy
+6,232
New +$225K ﹤0.01% 1064

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

Xponance's SM Position: Q2 2026 in Review

Xponance increased its SM Energy (SM) stake by 3.4% in Q2 2026, buying an estimated $23.4K and bringing the position to 23,720 shares worth $619K. The position accounts for ﹤0.01% of the portfolio, ranked #999.

Xponance first reported a position in SM in Q1 2022 and has held it in 16 quarters since. The position peaked at $715K in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Xponance held 23,720 shares of SM Energy worth $619K as of Q2 2026.
  • Xponance bought 780 SM Energy shares in Q2 2026, an estimated $23.4K.
  • SM Energy made up ﹤0.01% of Xponance's portfolio in Q2 2026, its #999 holding.
  • Xponance first reported a position in SM Energy in Q1 2022 and has held it in 16 quarters since.
  • Xponance's SM Energy position peaked at $715K in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.