Meeder Asset Management’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 | $2.04M | Sell |
65,374
-18,450
| -22% | -$421K | 0.12% | 119 |
|
|
2025
Q4 | $1.57M | Buy |
83,824
+39,123
| +88% | +$793K | 0.08% | 132 |
|
|
2025
Q3 | $1.12M | Buy |
44,701
+650
| +1% | +$17.5K | 0.06% | 123 |
|
|
2025
Q2 | $1.09M | Buy |
44,051
+43,967
| +52,342% | +$1.06M | 0.07% | 129 |
|
|
2025
Q1 | $2.52K | Buy |
+84
| New | +$3.01K | ﹤0.01% | 852 |
|
|
2023
Q4 | – | Sell |
-3,489
| Closed | -$138K | – | 563 |
|
|
2023
Q3 | $138K | Buy |
3,489
+750
| +27% | +$28.4K | 0.01% | 351 |
|
|
2023
Q2 | $86.6K | Hold |
2,739
| – | – | 0.01% | 382 |
|
|
2023
Q1 | $77.1K | Hold |
2,739
| – | – | 0.01% | 412 |
|
|
2022
Q4 | $95.4K | Sell |
2,739
-577
| -17% | -$24K | 0.01% | 481 |
|
|
2022
Q3 | $124K | Buy |
3,316
+724
| +28% | +$28.5K | 0.01% | 654 |
|
|
2022
Q2 | $88K | Sell |
2,592
-595
| -19% | -$24.2K | 0.01% | 752 |
|
|
2022
Q1 | $125K | Buy |
+3,187
| New | +$115K | 0.01% | 755 |
|
|
2021
Q4 | – | Sell |
-6,489
| Closed | -$171K | – | 2158 |
|
|
2021
Q3 | $171K | Buy |
6,489
+2,634
| +68% | +$53.2K | 0.01% | 768 |
|
|
2021
Q2 | $95K | Buy |
3,855
+357
| +10% | +$6.92K | ﹤0.01% | 921 |
|
|
2021
Q1 | $56K | Buy |
3,498
+3,265
| +1,401% | +$41.7K | ﹤0.01% | 1067 |
|
|
2020
Q4 | $1K | Hold |
233
| – | – | ﹤0.01% | 1734 |
|
|
2020
Q3 | $0 | Buy |
233
+82
| +54% | +$229 | ﹤0.01% | 2354 |
|
|
2020
Q2 | $1K | Sell |
151
-33
| -18% | -$108 | ﹤0.01% | 1958 |
|
|
2020
Q1 | $0 | Buy |
184
+39
| +27% | +$276 | ﹤0.01% | 2514 |
|
|
2019
Q4 | $2K | Sell |
145
-659
| -82% | -$5.94K | ﹤0.01% | 2056 |
|
|
2019
Q3 | $8K | Sell |
804
-46,035
| -98% | -$469K | ﹤0.01% | 1613 |
|
|
2019
Q2 | $586K | Buy |
46,839
+1,149
| +3% | +$16.7K | 0.04% | 384 |
|
|
2019
Q1 | $799K | Buy |
45,690
+44,725
| +4,635% | +$795K | 0.06% | 271 |
|
|
2018
Q4 | $15K | Sell |
965
-25,239
| -96% | -$584K | ﹤0.01% | 1146 |
|
|
2018
Q3 | $827K | Buy |
+26,204
| New | +$752K | 0.06% | 276 |
|
|
2017
Q2 | – | Sell |
-95
| Closed | -$2K | – | 1848 |
|
|
2017
Q1 | $2K | Sell |
95
-12,034
| -99% | -$333K | ﹤0.01% | 1403 |
|
|
2016
Q4 | $418K | Buy |
12,129
+1,043
| +9% | +$37.7K | 0.04% | 396 |
|
|
2016
Q3 | $428K | Buy |
11,086
+11,083
| +369,433% | +$355K | 0.04% | 461 |
|
|
2016
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 954 |
|
|
2016
Q1 | $0 | Buy |
+3
| New | +$41 | ﹤0.01% | 914 |
|
|
2014
Q4 | – | Sell |
-3,940
| Closed | -$307K | – | 482 |
|
|
2014
Q3 | $307K | Buy |
+3,940
| New | +$321K | 0.05% | 295 |
|
Other funds holding SM
VPM
AC
VCM
DSC
Meeder Asset Management's SM Position: Q1 2026 in Review
Meeder Asset Management reduced its SM Energy (SM) stake by 22% in Q1 2026, selling an estimated $421K and leaving 65,374 shares worth $2.04M. The position accounts for 0.12% of the portfolio, ranked #119.
Meeder Asset Management first reported a position in SM in Q3 2014 and has held it in 31 quarters since. 511 funds tracked by Wall St. Rank hold SM as of Q1 2026.
- Meeder Asset Management held 65,374 shares of SM Energy worth $2.04M as of Q1 2026.
- Meeder Asset Management sold 18,450 SM Energy shares in Q1 2026, an estimated $421K.
- SM Energy made up 0.12% of Meeder Asset Management's portfolio in Q1 2026, its #119 holding.
- Meeder Asset Management first reported a position in SM Energy in Q3 2014 and has held it in 31 quarters since.
- 511 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.
Based on Meeder Asset Management's 13F filing for Q1 2026, filed 7 May 2026.