Aberdeen Group
SM icon

Aberdeen Group’s SM Energy SM Stock Holding History

Aberdeen Group’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
-242,523
Closed -$4.54M – 968
2025
Q4 		$4.54M Sell
242,523
-340,129
-58% -$6.89M 0.01% 709
2025
Q3 		$14.6M Buy
582,652
+23,364
+4% +$630K 0.02% 531
2025
Q2 		$13.9M Buy
559,288
+112,529
+25% +$2.72M 0.02% 517
2025
Q1 		$13.4M Buy
446,759
+64,648
+17% +$2.32M 0.03% 494
2024
Q4 		$14.9M Sell
382,111
-84,441
-18% -$3.57M 0.03% 432
2024
Q3 		$18.7M Buy
466,552
+28,425
+6% +$1.23M 0.03% 403
2024
Q2 		$18.9M Sell
438,127
-17,326
-4% -$851K 0.04% 394
2024
Q1 		$22.7M Sell
455,453
-10,559
-2% -$432K 0.04% 379
2023
Q4 		$18M Sell
466,012
-21,093
-4% -$813K 0.04% 414
2023
Q3 		$19.3M Buy
+487,105
New +$18.5M 0.05% 325

Other funds holding SM

BlackRock
BlackRock New York $5.7T 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 $4.36B 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