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LSP Investment Advisors’s SM Energy SM Stock Holding History

LSP Investment Advisors’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
Q1 		– Sell
-304,191
Closed -$11.8M – 23
2024
Q4 		$11.8M Buy
304,191
+105,945
+53% +$4.47M 8.23% 4
2024
Q3 		$7.92M Hold
198,246
– – 4.27% 6
2024
Q2 		$8.57M Buy
198,246
+64,840
+49% +$3.18M 4.87% 5
2024
Q1 		$6.65M Hold
133,406
– – 3.58% 5
2023
Q4 		$5.17M Buy
+133,406
New +$5.14M 2.44% 5

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LSP Investment Advisors's SM Position: Q1 2025 in Review

LSP Investment Advisors sold out of SM Energy (SM) in Q1 2025, closing a stake of 304,191 shares — an estimated $11.8M sold.

LSP Investment Advisors first reported a position in SM in Q4 2023 and held it in 5 quarters. The position peaked at $11.8M in Q4 2024. 404 funds tracked by Wall St. Rank hold SM as of Q1 2025.

  • LSP Investment Advisors reported no remaining SM Energy position as of Q1 2025 after selling out during the quarter.
  • LSP Investment Advisors sold 304,191 SM Energy shares in Q1 2025, an estimated $11.8M.
  • LSP Investment Advisors first reported a position in SM Energy in Q4 2023 and held it in 5 quarters.
  • LSP Investment Advisors's SM Energy position peaked at $11.8M in Q4 2024.
  • 404 funds tracked by Wall St. Rank held SM Energy as of Q1 2025.

Based on LSP Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.