EIP
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Energy Income Partners’s SM Energy SM Stock Holding History

Energy Income Partners’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
-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

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 $3.37T AUM 44.26% 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

Energy Income Partners's SM Position: Q4 2025 in Review

Energy Income Partners sold out of SM Energy (SM) in Q4 2025, closing a stake of 63,103 shares — an estimated $1.58M sold.

Energy Income Partners first reported a position in SM in Q4 2022 and held it in 12 quarters. The position peaked at $1.58M in Q3 2025. 344 funds tracked by Wall St. Rank hold SM as of Q4 2025.

  • Energy Income Partners reported no remaining SM Energy position as of Q4 2025 after selling out during the quarter.
  • Energy Income Partners sold 63,103 SM Energy shares in Q4 2025, an estimated $1.58M.
  • Energy Income Partners first reported a position in SM Energy in Q4 2022 and held it in 12 quarters.
  • Energy Income Partners's SM Energy position peaked at $1.58M in Q3 2025.
  • 344 funds tracked by Wall St. Rank held SM Energy as of Q4 2025.

Based on Energy Income Partners's 13F filing for Q4 2025, filed 17 Feb 2026.