Mackenzie Financial’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $83.5M | Buy |
+2,676,731
| New | +$61.1M | 0.1% | 179 |
|
|
2025
Q2 | – | Sell |
-71,241
| Closed | -$2.13M | – | 1789 |
|
|
2025
Q1 | $2.13M | Sell |
71,241
-346,505
| -83% | -$12.4M | ﹤0.01% | 767 |
|
|
2024
Q4 | $16.2M | Sell |
417,746
-24,195
| -5% | -$1.02M | 0.02% | 387 |
|
|
2024
Q3 | $17.7M | Buy |
441,941
+30,838
| +8% | +$1.34M | 0.02% | 359 |
|
|
2024
Q2 | $17.8M | Buy |
411,103
+185,433
| +82% | +$9.11M | 0.03% | 354 |
|
|
2024
Q1 | $11.2M | Sell |
225,670
-50,378
| -18% | -$2.06M | 0.02% | 417 |
|
|
2023
Q4 | $10.7M | Buy |
276,048
+108,803
| +65% | +$4.2M | 0.02% | 422 |
|
|
2023
Q3 | $6.37M | Buy |
+167,245
| New | +$6.34M | 0.01% | 504 |
|
|
2022
Q3 | – | Sell |
-190,156
| Closed | -$6.5M | – | 1513 |
|
|
2022
Q2 | $6.5M | Buy |
190,156
+182,674
| +2,442% | +$7.42M | 0.01% | 506 |
|
|
2022
Q1 | $291K | Buy |
+7,482
| New | +$270K | ﹤0.01% | 1132 |
|
|
2019
Q3 | – | Sell |
-33,000
| Closed | -$413K | – | 1091 |
|
|
2019
Q2 | $413K | Sell |
33,000
-131,900
| -80% | -$1.91M | ﹤0.01% | 885 |
|
|
2019
Q1 | $2.88M | Sell |
164,900
-103,047
| -38% | -$1.83M | 0.01% | 690 |
|
|
2018
Q4 | $4.15M | Sell |
267,947
-872,003
| -76% | -$20.2M | 0.01% | 540 |
|
|
2018
Q3 | $35.9M | Sell |
1,139,950
-326,090
| -22% | -$9.36M | 0.09% | 191 |
|
|
2018
Q2 | $37.7M | Sell |
1,466,040
-162,426
| -10% | -$3.8M | 0.1% | 186 |
|
|
2018
Q1 | $29.4M | Sell |
1,628,466
-46,219
| -3% | -$999K | 0.07% | 203 |
|
|
2017
Q4 | $37M | Buy |
1,674,685
+979,685
| +141% | +$19.8M | 0.09% | 193 |
|
|
2017
Q3 | $12.3M | Buy |
695,000
+624,000
| +879% | +$9.75M | 0.07% | 241 |
|
|
2017
Q2 | $1.17M | Buy |
71,000
+31,500
| +80% | +$625K | 0.01% | 434 |
|
|
2017
Q1 | $949K | Buy |
+39,500
| New | +$1.09M | 0.01% | 464 |
|
|
2016
Q4 | – | Sell |
-264,564
| Closed | -$10.2M | – | 721 |
|
|
2016
Q3 | $10.2M | Sell |
264,564
-194,000
| -42% | -$6.22M | 0.06% | 210 |
|
|
2016
Q2 | $12.4M | Sell |
458,564
-115,936
| -20% | -$3.25M | 0.07% | 231 |
|
|
2016
Q1 | $10.8M | Sell |
574,500
-51,500
| -8% | -$710K | 0.1% | 199 |
|
|
2015
Q4 | $12.3M | Buy |
626,000
+121,000
| +24% | +$3.69M | 0.08% | 220 |
|
|
2015
Q3 | $16.2M | Buy |
+505,000
| New | +$18.3M | 0.1% | 194 |
|
|
2015
Q2 | – | Sell |
-10,000
| Closed | -$517K | – | 847 |
|
|
2015
Q1 | $517K | Sell |
10,000
-4,359
| -30% | -$189K | ﹤0.01% | 655 |
|
|
2014
Q4 | $554K | Buy |
+14,359
| New | +$719K | ﹤0.01% | 621 |
|
|
2013
Q4 | – | Sell |
-441,000
| Closed | -$34M | – | 652 |
|
|
2013
Q3 | $34M | Sell |
441,000
-413,300
| -48% | -$28.6M | 0.17% | 134 |
|
|
2013
Q2 | $51.2M | Buy |
+854,300
| New | +$52.1M | 0.24% | 104 |
|
Other funds holding SM
VPM
AC
VCM
DSC
Mackenzie Financial's SM Position: Q1 2026 in Review
Mackenzie Financial opened a new position in SM Energy (SM) in Q1 2026: 2,676,731 shares worth $83.5M. The stake represents 0.1% of the portfolio and ranks #179 among its holdings. This is a return to the name: Mackenzie Financial previously reported a position in SM as recently as Q1 2025.
Mackenzie Financial first reported a position in SM in Q2 2013 and has held it in 29 quarters since. 510 funds tracked by Wall St. Rank hold SM as of Q1 2026.
- Mackenzie Financial held 2,676,731 shares of SM Energy worth $83.5M as of Q1 2026.
- SM Energy was a new Mackenzie Financial position in Q1 2026.
- SM Energy made up 0.1% of Mackenzie Financial's portfolio in Q1 2026, its #179 holding.
- Mackenzie Financial first reported a position in SM Energy in Q2 2013 and has held it in 29 quarters since.
- 510 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.
Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.