Macquarie Group
SM icon

Macquarie Group’s SM Energy SM Stock Holding History

Macquarie Group’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
-3,166,912
Closed -$79.1M – 1404
2025
Q3 		$79.1M Sell
3,166,912
-266,989
-8% -$7.2M 0.09% 287
2025
Q2 		$84.9M Buy
3,433,901
+955,318
+39% +$23.1M 0.1% 279
2025
Q1 		$74.2M Buy
2,478,583
+60,952
+3% +$2.19M 0.09% 311
2024
Q4 		$93.7M Buy
2,417,631
+416,485
+21% +$17.6M 0.11% 251
2024
Q3 		$80M Sell
2,001,146
-241,626
-11% -$10.5M 0.09% 320
2024
Q2 		$97M Buy
2,242,772
+104,029
+5% +$5.11M 0.11% 233
2024
Q1 		$107M Sell
2,138,743
-84,175
-4% -$3.44M 0.12% 229
2023
Q4 		$86.1M Buy
2,222,918
+62,421
+3% +$2.41M 0.1% 279
2023
Q3 		$85.7M Buy
2,160,497
+1,727,140
+399% +$65.5M 0.11% 255
2023
Q2 		$13.7M Sell
433,357
-5,069
-1% -$143K 0.02% 728
2023
Q1 		$12.3M Sell
438,426
-264,513
-38% -$8.07M 0.01% 767
2022
Q4 		$24.5M Buy
702,939
+11,902
+2% +$495K 0.03% 653
2022
Q3 		$26.1M Sell
691,037
-32,654
-5% -$1.28M 0.03% 616
2022
Q2 		$24.7M Buy
723,691
+14,269
+2% +$580K 0.03% 658
2022
Q1 		$27.6K Buy
709,422
+149,292
+27% +$5.38M 0.02% 686
2021
Q4 		$16.5M Buy
560,130
+556,331
+14,644% +$17.4M 0.01% 811
2021
Q3 		$100K Buy
+3,799
New +$76.7K ﹤0.01% 1987
2020
Q1 		– Sell
-3,645,315
Closed -$41M – 2004
2019
Q4 		$41M Sell
3,645,315
-75,100
-2% -$677K 0.06% 345
2019
Q3 		$36.1M Sell
3,720,415
-264,639
-7% -$2.7M 0.06% 329
2019
Q2 		$49.9M Buy
3,985,054
+529,277
+15% +$7.68M 0.08% 264
2019
Q1 		$60.4M Buy
3,455,777
+134,655
+4% +$2.39M 0.1% 198
2018
Q4 		$51.4M Buy
3,321,122
+68,645
+2% +$1.59M 0.1% 208
2018
Q3 		$103M Sell
3,252,477
-54,364
-2% -$1.56M 0.17% 105
2018
Q2 		$85M Sell
3,306,841
-17,507
-0.5% -$409K 0.15% 130
2018
Q1 		$59.9M Buy
3,324,348
+41,854
+1% +$904K 0.11% 181
2017
Q4 		$72.5M Buy
3,282,494
+149,540
+5% +$3.02M 0.13% 142
2017
Q3 		$55.6M Buy
3,132,954
+348,450
+13% +$5.45M 0.1% 182
2017
Q2 		$46M Buy
2,784,504
+545,961
+24% +$10.8M 0.08% 219
2017
Q1 		$53.8M Buy
2,238,543
+573,846
+34% +$15.9M 0.1% 173
2016
Q4 		$57.4M Buy
1,664,697
+72,503
+5% +$2.62M 0.11% 153
2016
Q3 		$61.4M Sell
1,592,194
-1,568,104
-50% -$50.3M 0.12% 139
2016
Q2 		$85.3M Buy
3,160,298
+1,587,747
+101% +$44.5M 0.08% 199
2016
Q1 		$29.5M Sell
1,572,551
-414,131
-21% -$5.71M 0.06% 267
2015
Q4 		$39.1M Buy
1,986,682
+533,274
+37% +$16.3M 0.08% 221
2015
Q3 		$46.6M Buy
1,453,408
+225,696
+18% +$8.19M 0.1% 175
2015
Q2 		$56.6M Buy
1,227,712
+1,004,565
+450% +$53M 0.11% 160
2015
Q1 		$11.5M Hold
223,147
– – 0.02% 510
2014
Q4 		$8.61M Hold
223,147
– – 0.02% 561
2014
Q3 		$17.4M Buy
223,147
+63,803
+40% +$5.21M 0.04% 398
2014
Q2 		$13.4M Sell
159,344
-73,171
-31% -$5.61M 0.03% 446
2014
Q1 		$16.6M Buy
232,515
+141,650
+156% +$11.1M 0.03% 384
2013
Q4 		$7.55M Buy
90,865
+47,204
+108% +$4.03M 0.01% 541
2013
Q3 		$3.37M Buy
43,661
+428
+1% +$29.6K 0.01% 731
2013
Q2 		$2.59M Buy
+43,233
New +$2.64M 0.01% 795

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Macquarie Group's SM Position: Q4 2025 in Review

Macquarie Group sold out of SM Energy (SM) in Q4 2025, closing a stake of 3,166,912 shares — an estimated $79.1M sold.

Macquarie Group first reported a position in SM in Q2 2013 and held it in 44 quarters. The position peaked at $107M in Q1 2024. 344 funds tracked by Wall St. Rank hold SM as of Q4 2025.

  • Macquarie Group reported no remaining SM Energy position as of Q4 2025 after selling out during the quarter.
  • Macquarie Group sold 3,166,912 SM Energy shares in Q4 2025, an estimated $79.1M.
  • Macquarie Group first reported a position in SM Energy in Q2 2013 and held it in 44 quarters.
  • Macquarie Group's SM Energy position peaked at $107M in Q1 2024.
  • 344 funds tracked by Wall St. Rank held SM Energy as of Q4 2025.

Based on Macquarie Group's 13F filing for Q4 2025, filed 13 Feb 2026.