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Meritage Portfolio Management’s SM Energy SM Stock Holding History

Meritage Portfolio 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
-8,377
Closed -$209K – 339
2025
Q3 		$209K Sell
8,377
-4,649
-36% -$125K 0.01% 316
2025
Q2 		$322K Buy
13,026
+662
+5% +$16K 0.02% 279
2025
Q1 		$370K Sell
12,364
-512
-4% -$18.4K 0.02% 267
2024
Q4 		$499K Buy
12,876
+1,423
+12% +$60.1K 0.03% 249
2024
Q3 		$458K Buy
11,453
+965
+9% +$41.9K 0.03% 264
2024
Q2 		$453K Sell
10,488
-6
-0.1% -$295 0.03% 247
2024
Q1 		$523K Sell
10,494
-610
-5% -$24.9K 0.03% 243
2023
Q4 		$430K Buy
11,104
+228
+2% +$8.79K 0.03% 260
2023
Q3 		$431K Sell
10,876
-358
-3% -$13.6K 0.03% 251
2023
Q2 		$355K Buy
11,234
+1,820
+19% +$51.4K 0.03% 281
2023
Q1 		$265K Sell
9,414
-616
-6% -$18.8K 0.02% 273
2022
Q4 		$349K Buy
10,030
+625
+7% +$26K 0.03% 240
2022
Q3 		$354K Buy
9,405
+32
+0.3% +$1.26K 0.03% 232
2022
Q2 		$320K Sell
9,373
-6
-0.1% -$244 0.02% 242
2022
Q1 		$365K Buy
9,379
+969
+12% +$34.9K 0.02% 242
2021
Q4 		$248K Buy
+8,410
New +$263K 0.01% 289

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

Meritage Portfolio Management's SM Position: Q4 2025 in Review

Meritage Portfolio Management sold out of SM Energy (SM) in Q4 2025, closing a stake of 8,377 shares — an estimated $209K sold.

Meritage Portfolio Management first reported a position in SM in Q4 2021 and held it in 16 quarters. The position peaked at $523K in Q1 2024. 344 funds tracked by Wall St. Rank hold SM as of Q4 2025.

  • Meritage Portfolio Management reported no remaining SM Energy position as of Q4 2025 after selling out during the quarter.
  • Meritage Portfolio Management sold 8,377 SM Energy shares in Q4 2025, an estimated $209K.
  • Meritage Portfolio Management first reported a position in SM Energy in Q4 2021 and held it in 16 quarters.
  • Meritage Portfolio Management's SM Energy position peaked at $523K in Q1 2024.
  • 344 funds tracked by Wall St. Rank held SM Energy as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.