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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
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
NAMI
Nomura Asset Management International
Philadelphia, Pennsylvania
$58.4B AUM
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Alyeska Investment Group
Chicago, Illinois
$35.3B AUM
33.54%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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