Energy Income Partners’s SM Energy SM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-63,103
Closed -$1.58M 94
2025
Q3
$1.58M Buy
63,103
+23,038
+58% +$621K 0.03% 89
2025
Q2
$990K Sell
40,065
-684
-2% -$16.6K 0.02% 90
2025
Q1
$1.22M Buy
40,749
+1,116
+3% +$40K 0.02% 88
2024
Q4
$1.54M Buy
39,633
+500
+1% +$21.1K 0.03% 83
2024
Q3
$1.56M Buy
39,133
+9,954
+34% +$432K 0.03% 81
2024
Q2
$1.26M Buy
29,179
+1,008
+4% +$49.5K 0.03% 80
2024
Q1
$1.4M Buy
28,171
+6,700
+31% +$274K 0.03% 82
2023
Q4
$831K Buy
21,471
+13,289
+162% +$512K 0.02% 78
2023
Q3
$324K Buy
8,182
+845
+12% +$32K 0.01% 84
2023
Q2
$232K Buy
7,337
+1,026
+16% +$29K ﹤0.01% 82
2023
Q1
$178K Buy
6,311
+1,566
+33% +$47.8K ﹤0.01% 85
2022
Q4
$165K Buy
+4,745
New +$197K ﹤0.01% 82

Other funds holding SM