MM
SM icon

MQS Management’s SM Energy SM Stock Holding History

MQS Management’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
Q3 		– Sell
-17,901
Closed -$442K – 636
2025
Q2 		$442K Buy
17,901
+6,283
+54% +$152K 0.24% 155
2025
Q1 		$348K Buy
+11,618
New +$417K 0.2% 225
2023
Q1 		– Sell
-5,965
Closed -$208K – 576
2022
Q4 		$208K Buy
+5,965
New +$248K 0.14% 316

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
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

MQS Management's SM Position: Q3 2025 in Review

MQS Management sold out of SM Energy (SM) in Q3 2025, closing a stake of 17,901 shares — an estimated $442K sold.

MQS Management first reported a position in SM in Q4 2022 and held it in 3 quarters. The position peaked at $442K in Q2 2025. 383 funds tracked by Wall St. Rank hold SM as of Q3 2025.

  • MQS Management reported no remaining SM Energy position as of Q3 2025 after selling out during the quarter.
  • MQS Management sold 17,901 SM Energy shares in Q3 2025, an estimated $442K.
  • MQS Management first reported a position in SM Energy in Q4 2022 and held it in 3 quarters.
  • MQS Management's SM Energy position peaked at $442K in Q2 2025.
  • 383 funds tracked by Wall St. Rank held SM Energy as of Q3 2025.

Based on MQS Management's 13F filing for Q3 2025, filed 6 Nov 2025.