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
2025 Q1	–	Sell	-100,300	Closed	-$3.89M	–	6361
2024 Q4	$3.89M	Sell	100,300 -6,200	-6%	-$262K	﹤0.01%	3052
2024 Q3	$4.26M	Buy	106,500 +42,100	+65%	+$1.83M	﹤0.01%	2986
2024 Q2	$2.78M	Sell	64,400 -500	-0.8%	-$24.6K	﹤0.01%	3237
2024 Q1	$3.24M	Hold	64,900	–	–	﹤0.01%	3296
2023 Q4	$2.51M	Buy	+64,900	New	+$2.5M	﹤0.01%	3416
2014 Q2	–	Sell	-3,300	Closed	-$235K	–	3818
2014 Q1	$235K	Sell	3,300 -3,500	-51%	-$274K	﹤0.01%	3105
2013 Q4	$565K	Sell	6,800 -174,600	-96%	-$14.9M	﹤0.01%	2633
2013 Q3	$14M	Buy	+181,400	New	+$12.6M	0.05%	528

Other funds holding SM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management's SM Position: Q1 2026 in Review

Millennium Management increased its SM Energy (SM) stake by 77% in Q1 2026, buying an estimated $50.1M and bringing the position to 5,032,906 shares worth $157M. The position accounts for 0.07% of the portfolio, ranked #284.

Millennium Management first reported a position in SM in Q2 2013 and has held it in 52 quarters since. The position peaked at $198M in Q3 2018. 510 funds tracked by Wall St. Rank hold SM as of Q1 2026.

Millennium Management held 5,032,906 shares of SM Energy worth $157M as of Q1 2026.
Millennium Management bought 2,197,188 SM Energy shares in Q1 2026, an estimated $50.1M.
SM Energy made up 0.07% of Millennium Management's portfolio in Q1 2026, its #284 holding.
Millennium Management first reported a position in SM Energy in Q2 2013 and has held it in 52 quarters since.
Millennium Management's SM Energy position peaked at $198M in Q3 2018.
510 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.