MHI
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Miller Howard Investments’s SM Energy SM Stock Holding History

Miller Howard Investments’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
-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

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 $3.38T AUM 44.17% 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

Miller Howard Investments's SM Position: Q4 2025 in Review

Miller Howard Investments sold out of SM Energy (SM) in Q4 2025, closing a stake of 38,092 shares — an estimated $951K sold.

Miller Howard Investments first reported a position in SM in Q2 2013 and held it in 24 quarters. The position peaked at $4.39M in Q1 2024. 344 funds tracked by Wall St. Rank hold SM as of Q4 2025.

  • Miller Howard Investments reported no remaining SM Energy position as of Q4 2025 after selling out during the quarter.
  • Miller Howard Investments sold 38,092 SM Energy shares in Q4 2025, an estimated $951K.
  • Miller Howard Investments first reported a position in SM Energy in Q2 2013 and held it in 24 quarters.
  • Miller Howard Investments's SM Energy position peaked at $4.39M in Q1 2024.
  • 344 funds tracked by Wall St. Rank held SM Energy as of Q4 2025.

Based on Miller Howard Investments's 13F filing for Q4 2025, filed 27 Jan 2026.