Miller Howard Investments’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-38,092
| Closed | -$951K | – | 145 |
|
|
2025
Q3 | $951K | Sell |
38,092
-4,614
| -11% | -$124K | 0.03% | 121 |
|
|
2025
Q2 | $1.06M | Sell |
42,706
-3,333
| -7% | -$80.7K | 0.03% | 113 |
|
|
2025
Q1 | $1.38M | Buy |
46,039
+4,880
| +12% | +$175K | 0.04% | 113 |
|
|
2024
Q4 | $1.6M | Buy |
41,159
+30,264
| +278% | +$1.28M | 0.05% | 102 |
|
|
2024
Q3 | $435K | Buy |
10,895
+5,582
| +105% | +$242K | 0.01% | 163 |
|
|
2024
Q2 | $230K | Sell |
5,313
-82,805
| -94% | -$4.07M | 0.01% | 191 |
|
|
2024
Q1 | $4.39M | Buy |
88,118
+1,004
| +1% | +$41K | 0.14% | 99 |
|
|
2023
Q4 | $3.37M | Buy |
+87,114
| New | +$3.36M | 0.12% | 105 |
|
|
2017
Q2 | – | Sell |
-13,046
| Closed | -$313K | – | 189 |
|
|
2017
Q1 | $313K | Sell |
13,046
-835
| -6% | -$23.1K | 0.01% | 173 |
|
|
2016
Q4 | $479K | Sell |
13,881
-88
| -0.6% | -$3.18K | 0.01% | 173 |
|
|
2016
Q3 | $539K | Sell |
13,969
-821
| -6% | -$26.3K | 0.01% | 177 |
|
|
2016
Q2 | $399K | Sell |
14,790
-136
| -0.9% | -$3.81K | 0.01% | 189 |
|
|
2016
Q1 | $280K | Sell |
14,926
-397
| -3% | -$5.48K | 0.01% | 198 |
|
|
2015
Q4 | $301K | Sell |
15,323
-2,620
| -15% | -$79.9K | 0.01% | 201 |
|
|
2015
Q3 | $575K | Buy |
17,943
+219
| +1% | +$7.94K | 0.01% | 182 |
|
|
2015
Q2 | $817K | Buy |
17,724
+358
| +2% | +$18.9K | 0.01% | 183 |
|
|
2015
Q1 | $897K | Buy |
17,366
+1,016
| +6% | +$44.1K | 0.01% | 176 |
|
|
2014
Q4 | $631K | Buy |
16,350
+4,891
| +43% | +$245K | 0.01% | 194 |
|
|
2014
Q3 | $894K | Buy |
11,459
+540
| +5% | +$44.1K | 0.01% | 168 |
|
|
2014
Q2 | $918K | Buy |
10,919
+103
| +1% | +$7.9K | 0.01% | 172 |
|
|
2014
Q1 | $771K | Buy |
10,816
+1,073
| +11% | +$84K | 0.01% | 170 |
|
|
2013
Q4 | $810K | Buy |
9,743
+254
| +3% | +$21.7K | 0.02% | 156 |
|
|
2013
Q3 | $732K | Buy |
9,489
+1,400
| +17% | +$96.9K | 0.02% | 155 |
|
|
2013
Q2 | $485K | Buy |
+8,089
| New | +$493K | 0.01% | 163 |
|
Other funds holding SM
NAMI
