CI Investments Inc
SM icon

CI Investments Inc’s SM Energy SM Stock Holding History

CI Investments Inc’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
2025
Q4 		– Sell
-1,057
Closed -$26K – 1158
2025
Q3 		$26K Sell
1,057
-517
-33% -$13.9K ﹤0.01% 1129
2025
Q2 		$39K Sell
1,574
-923
-37% -$22.3K ﹤0.01% 1061
2025
Q1 		$75K Buy
2,497
+99
+4% +$3.55K ﹤0.01% 986
2024
Q4 		$93K Sell
2,398
-439
-15% -$18.5K ﹤0.01% 952
2024
Q3 		$113K Sell
2,837
-269
-9% -$11.7K ﹤0.01% 824
2024
Q2 		$134K Buy
3,106
+791
+34% +$38.8K ﹤0.01% 736
2024
Q1 		$115K Sell
2,315
-4,292
-65% -$175K ﹤0.01% 857
2023
Q4 		$256K Buy
6,607
+2,050
+45% +$79.1K ﹤0.01% 569
2023
Q3 		$181K Buy
4,557
+3,768
+478% +$143K ﹤0.01% 655
2023
Q2 		$25K Buy
789
+123
+18% +$3.48K ﹤0.01% 1071
2023
Q1 		$19K Buy
666
+60
+10% +$1.83K ﹤0.01% 1060
2022
Q4 		$21K Sell
606
-7,539
-93% -$313K ﹤0.01% 1083
2022
Q3 		$306K Sell
8,145
-7,449
-48% -$293K ﹤0.01% 505
2022
Q2 		$533K Sell
15,594
-4,176
-21% -$170K ﹤0.01% 466
2022
Q1 		$770K Sell
19,770
-10,135
-34% -$365K ﹤0.01% 469
2021
Q4 		$882K Buy
+29,905
New +$934K ﹤0.01% 480

Other funds holding SM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

CI Investments Inc's SM Position: Q4 2025 in Review

CI Investments Inc sold out of SM Energy (SM) in Q4 2025, closing a stake of 1,057 shares — an estimated $26K sold.

CI Investments Inc first reported a position in SM in Q4 2021 and held it in 16 quarters. The position peaked at $882K in Q4 2021. 344 funds tracked by Wall St. Rank hold SM as of Q4 2025.

  • CI Investments Inc reported no remaining SM Energy position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 1,057 SM Energy shares in Q4 2025, an estimated $26K.
  • CI Investments Inc first reported a position in SM Energy in Q4 2021 and held it in 16 quarters.
  • CI Investments Inc's SM Energy position peaked at $882K in Q4 2021.
  • 344 funds tracked by Wall St. Rank held SM Energy as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.