First Eagle Investment Management
SM icon

First Eagle Investment Management’s SM Energy SM Stock Holding History

First Eagle Investment Management’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
-415,868
Closed -$10.4M – 448
2025
Q3 		$10.4M Buy
415,868
+135,565
+48% +$3.66M 0.02% 158
2025
Q2 		$6.93M Buy
280,303
+3,000
+1% +$72.6K 0.01% 209
2025
Q1 		$8.31M Buy
277,303
+36,700
+15% +$1.32M 0.02% 184
2024
Q4 		$9.33M Buy
240,603
+39,300
+20% +$1.66M 0.02% 187
2024
Q3 		$8.05M Buy
201,303
+20,300
+11% +$881K 0.02% 206
2024
Q2 		$7.82M Buy
181,003
+33,300
+23% +$1.64M 0.02% 205
2024
Q1 		$7.36M Buy
147,703
+50,700
+52% +$2.07M 0.02% 217
2023
Q4 		$3.76M Buy
97,003
+5,825
+6% +$225K 0.01% 279
2023
Q3 		$3.62M Sell
91,178
-31,000
-25% -$1.18M 0.01% 255
2023
Q2 		$3.86M Buy
122,178
+31,000
+34% +$876K 0.01% 232
2023
Q1 		$2.57M Buy
91,178
+52,533
+136% +$1.6M 0.01% 258
2022
Q4 		$1.35M Sell
38,645
-8,980
-19% -$373K ﹤0.01% 301
2022
Q3 		$1.79M Sell
47,625
-15,462
-25% -$608K 0.01% 236
2022
Q2 		$2.16M Sell
63,087
-11,751
-16% -$478K 0.01% 208
2022
Q1 		$2.92M Buy
74,838
+43,635
+140% +$1.57M 0.01% 103
2021
Q4 		$920K Buy
+31,203
New +$974K ﹤0.01% 198

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

First Eagle Investment Management's SM Position: Q4 2025 in Review

First Eagle Investment Management sold out of SM Energy (SM) in Q4 2025, closing a stake of 415,868 shares — an estimated $10.4M sold.

First Eagle Investment Management first reported a position in SM in Q4 2021 and held it in 16 quarters. The position peaked at $10.4M in Q3 2025. 344 funds tracked by Wall St. Rank hold SM as of Q4 2025.

  • First Eagle Investment Management reported no remaining SM Energy position as of Q4 2025 after selling out during the quarter.
  • First Eagle Investment Management sold 415,868 SM Energy shares in Q4 2025, an estimated $10.4M.
  • First Eagle Investment Management first reported a position in SM Energy in Q4 2021 and held it in 16 quarters.
  • First Eagle Investment Management's SM Energy position peaked at $10.4M in Q3 2025.
  • 344 funds tracked by Wall St. Rank held SM Energy as of Q4 2025.

Based on First Eagle Investment Management's 13F filing for Q4 2025, filed 4 Feb 2026.