Millennium Management’s SM Energy SM Stock Holding History

Millennium 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
2017 Q3	–	Sell	-120,000	Closed	-$1.98M	–	3835
2017 Q2	$1.98M	Buy	+120,000	New	+$2.38M	﹤0.01%	2076
2017 Q1	–	Sell	-234,500	Closed	-$8.09M	–	3813
2016 Q4	$8.09M	Hold	234,500	–	–	0.02%	1047
2016 Q3	$9.05M	Hold	234,500	–	–	0.02%	985
2016 Q2	$6.33M	Buy	+234,500	New	+$6.58M	0.01%	1121
2015 Q2	–	Sell	-478,700	Closed	-$24.7M	–	3793
2015 Q1	$24.7M	Sell	478,700 -186,100	-28%	-$8.08M	0.05%	562
2014 Q4	$25.6M	Buy	+664,800	New	+$33.3M	0.05%	493
2014 Q1	–	Sell	-5,000	Closed	-$416K	–	3847
2013 Q4	$416K	Buy	+5,000	New	+$426K	﹤0.01%	2837

Other funds holding SM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management's SM Position: Q2 2026 in Review

Millennium Management reduced its SM Energy (SM) stake by 11% in Q2 2026, selling an estimated $16.2M and leaving 4,493,473 shares worth $117M. The position accounts for 0.04% of the portfolio, ranked #445.

Millennium Management first reported a position in SM in Q2 2013 and has held it in 53 quarters since. The position peaked at $198M in Q3 2018. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

Millennium Management held 4,493,473 shares of SM Energy worth $117M as of Q2 2026.
Millennium Management sold 539,433 SM Energy shares in Q2 2026, an estimated $16.2M.
SM Energy made up 0.04% of Millennium Management's portfolio in Q2 2026, its #445 holding.
Millennium Management first reported a position in SM Energy in Q2 2013 and has held it in 53 quarters since.
Millennium Management's SM Energy position peaked at $198M in Q3 2018.
498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Millennium Management's 13F filing for Q2 2026, filed 14 Aug 2026.