MML Investors Services
SM icon

MML Investors Services’s SM Energy SM Stock Holding History

MML Investors Services’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
-13,022
Closed -$325K – 3135
2025
Q3 		$325K Buy
13,022
+982
+8% +$26.5K ﹤0.01% 2458
2025
Q2 		$298K Buy
12,040
+1,034
+9% +$25K ﹤0.01% 2433
2025
Q1 		$330K Buy
11,006
+518
+5% +$18.6K ﹤0.01% 2256
2024
Q4 		$407K Buy
10,488
+2,477
+31% +$105K ﹤0.01% 2054
2024
Q3 		$320K Sell
8,011
-487
-6% -$21.1K ﹤0.01% 2135
2024
Q2 		$367K Sell
8,498
-904
-10% -$44.4K ﹤0.01% 1973
2024
Q1 		$469K Buy
9,402
+209
+2% +$8.54K ﹤0.01% 1828
2023
Q4 		$356K Buy
+9,193
New +$355K ﹤0.01% 1949
2018
Q1 		– Sell
-10,855
Closed -$240K – 1449
2017
Q4 		$240K Sell
10,855
-24,140
-69% -$487K ﹤0.01% 1214
2017
Q3 		$621K Sell
34,995
-11,957
-25% -$187K 0.01% 695
2017
Q2 		$776K Buy
+46,952
New +$932K 0.01% 599

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

MML Investors Services's SM Position: Q4 2025 in Review

MML Investors Services sold out of SM Energy (SM) in Q4 2025, closing a stake of 13,022 shares — an estimated $325K sold.

MML Investors Services first reported a position in SM in Q2 2017 and held it in 11 quarters. The position peaked at $776K in Q2 2017. 344 funds tracked by Wall St. Rank hold SM as of Q4 2025.

  • MML Investors Services reported no remaining SM Energy position as of Q4 2025 after selling out during the quarter.
  • MML Investors Services sold 13,022 SM Energy shares in Q4 2025, an estimated $325K.
  • MML Investors Services first reported a position in SM Energy in Q2 2017 and held it in 11 quarters.
  • MML Investors Services's SM Energy position peaked at $776K in Q2 2017.
  • 344 funds tracked by Wall St. Rank held SM Energy as of Q4 2025.

Based on MML Investors Services's 13F filing for Q4 2025, filed 13 Feb 2026.