Morgan Stanley’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $109M | Buy |
3,511,681
+1,804,728
| +106% | +$41.2M | 0.01% | 1363 |
|
|
2025
Q4 | $31.9M | Buy |
1,706,953
+400,089
| +31% | +$8.1M | ﹤0.01% | 2511 |
|
|
2025
Q3 | $32.6M | Sell |
1,306,864
-238,159
| -15% | -$6.42M | ﹤0.01% | 2409 |
|
|
2025
Q2 | $38.2M | Buy |
1,545,023
+252,433
| +20% | +$6.11M | ﹤0.01% | 2172 |
|
|
2025
Q1 | $38.7M | Sell |
1,292,590
-120,214
| -9% | -$4.31M | ﹤0.01% | 2050 |
|
|
2024
Q4 | $54.8M | Buy |
1,412,804
+39,237
| +3% | +$1.66M | ﹤0.01% | 1757 |
|
|
2024
Q3 | $54.9M | Buy |
1,373,567
+292,485
| +27% | +$12.7M | ﹤0.01% | 1743 |
|
|
2024
Q2 | $46.7M | Sell |
1,081,082
-258,707
| -19% | -$12.7M | ﹤0.01% | 1825 |
|
|
2024
Q1 | $66.8M | Sell |
1,339,789
-1,652,615
| -55% | -$67.6M | 0.01% | 1497 |
|
|
2023
Q4 | $116M | Buy |
2,992,404
+1,545,690
| +107% | +$59.6M | 0.01% | 1577 |
|
|
2023
Q3 | $57.4M | Buy |
1,446,714
+540,359
| +60% | +$20.5M | 0.01% | 1442 |
|
|
2023
Q2 | $28.7M | Sell |
906,355
-70,333
| -7% | -$1.99M | ﹤0.01% | 2106 |
|
|
2023
Q1 | $27.5M | Buy |
976,688
+203,876
| +26% | +$6.22M | ﹤0.01% | 2096 |
|
|
2022
Q4 | $26.9M | Sell |
772,812
-247,425
| -24% | -$10.3M | ﹤0.01% | 2044 |
|
|
2022
Q3 | $38.4M | Sell |
1,020,237
-39,671
| -4% | -$1.56M | 0.01% | 1532 |
|
|
2022
Q2 | $36.2M | Buy |
1,059,908
+558,414
| +111% | +$22.7M | ﹤0.01% | 1658 |
|
|
2022
Q1 | $19.5M | Sell |
501,494
-315,996
| -39% | -$11.4M | ﹤0.01% | 2138 |
|
|
2021
Q4 | $24.1M | Buy |
817,490
+284,119
| +53% | +$8.87M | ﹤0.01% | 1976 |
|
|
2021
Q3 | $14.1M | Sell |
533,371
-248,528
| -32% | -$5.02M | ﹤0.01% | 2500 |
|
|
2021
Q2 | $19.3M | Sell |
781,899
-482,764
| -38% | -$9.35M | ﹤0.01% | 2193 |
|
|
2021
Q1 | $20.7M | Buy |
1,264,663
+395,800
| +46% | +$5.06M | ﹤0.01% | 1872 |
|
|
2020
Q4 | $5.32M | Buy |
868,863
+595,549
| +218% | +$2.01M | ﹤0.01% | 3192 |
|
|
2020
Q3 | $434K | Sell |
273,314
-2,074,847
| -88% | -$5.8M | ﹤0.01% | 4716 |
|
|
2020
Q2 | $8.81M | Buy |
2,348,161
+1,908,054
| +434% | +$6.25M | ﹤0.01% | 2083 |
|
|
2020
Q1 | $536K | Sell |
440,107
-105,597
| -19% | -$747K | ﹤0.01% | 4334 |
|
|
2019
Q4 | $6.13M | Buy |
545,704
+58,645
| +12% | +$528K | ﹤0.01% | 2967 |
|
|
2019
Q3 | $4.72M | Buy |
487,059
+399,864
| +459% | +$4.08M | ﹤0.01% | 2934 |
|
|
2019
Q2 | $1.09M | Sell |
87,195
-10,262
| -11% | -$149K | ﹤0.01% | 4168 |
|
|
2019
Q1 | $1.71M | Sell |
97,457
-493,126
| -83% | -$8.76M | ﹤0.01% | 3714 |
|
|
2018
Q4 | $9.14M | Buy |
590,583
+388,228
| +192% | +$8.98M | ﹤0.01% | 2230 |
|
|
2018
Q3 | $6.38M | Sell |
202,355
-419,724
| -67% | -$12.1M | ﹤0.01% | 2923 |
|
|
2018
Q2 | $16M | Buy |
622,079
+266,849
| +75% | +$6.24M | ﹤0.01% | 1870 |
|
|
2018
Q1 | $6.41M | Sell |
355,230
-102,040
| -22% | -$2.2M | ﹤0.01% | 2760 |
|
|
2017
Q4 | $10.1M | Sell |
457,270
-691,085
| -60% | -$13.9M | ﹤0.01% | 2381 |
|
|
2017
Q3 | $20.4M | Buy |
1,148,355
+92,877
| +9% | +$1.45M | 0.01% | 1567 |
|
|
2017
Q2 | $17.4M | Buy |
1,055,478
+652,662
| +162% | +$13M | 0.01% | 1655 |
|
|
2017
Q1 | $9.68M | Buy |
402,816
+243,667
| +153% | +$6.75M | ﹤0.01% | 2229 |
|
|
2016
Q4 | $5.49M | Buy |
159,149
+75,566
| +90% | +$2.73M | ﹤0.01% | 2888 |
|
|
2016
Q3 | $3.22M | Sell |
83,583
-154,622
| -65% | -$4.96M | ﹤0.01% | 3101 |
|
|
2016
Q2 | $6.43M | Buy |
238,205
+179,006
| +302% | +$5.02M | ﹤0.01% | 2373 |
|
|
2016
Q1 | $1.11M | Buy |
59,199
+28,480
| +93% | +$393K | ﹤0.01% | 3852 |
|
|
2015
Q4 | $605K | Buy |
30,719
+11,052
| +56% | +$337K | ﹤0.01% | 4396 |
|
|
2015
Q3 | $630K | Sell |
19,667
-188,428
| -91% | -$6.83M | ﹤0.01% | 4461 |
|
|
2015
Q2 | $9.6M | Buy |
208,095
+6,613
| +3% | +$349K | ﹤0.01% | 2153 |
|
|
2015
Q1 | $10.4M | Sell |
201,482
-25,630
| -11% | -$1.11M | ﹤0.01% | 2020 |
|
|
2014
Q4 | $8.76M | Sell |
227,112
-95,729
| -30% | -$4.8M | ﹤0.01% | 2188 |
|
|
2014
Q3 | $25.2M | Sell |
322,841
-85,827
| -21% | -$7M | 0.01% | 1256 |
|
|
2014
Q2 | $34.4M | Buy |
408,668
+39,550
| +11% | +$3.03M | 0.01% | 1024 |
|
|
2014
Q1 | $26.3M | Buy |
369,118
+39,016
| +12% | +$3.05M | 0.01% | 1160 |
|
|
2013
Q4 | $27.4M | Buy |
330,102
+71,597
| +28% | +$6.11M | 0.01% | 1118 |
|
|
2013
Q3 | $20M | Sell |
258,505
-269,285
| -51% | -$18.6M | 0.01% | 1232 |
|
|
2013
Q2 | $31.7M | Buy |
+527,790
| New | +$32.2M | 0.02% | 881 |
|
Other funds holding SM
VPM
AC
VCM
DSC
