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Neuberger Berman Group’s
SM Energy
SM
Stock Holding History
Neuberger Berman Group’s Portfolio
SM Stock Details
SM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$1.13M
Buy
+36,108
New
+$824K
﹤0.01%
1367
2025
Q4
–
Sell
-8,586
Closed
-$214K
–
2187
2025
Q3
$214K
Buy
8,586
+463
+6%
+$12.5K
﹤0.01%
1884
2025
Q2
$201K
Buy
+8,123
New
+$197K
﹤0.01%
1891
2025
Q1
–
Sell
-5,704
Closed
-$221K
–
2048
2024
Q4
$221K
Sell
5,704
-368
-6%
-$15.5K
﹤0.01%
1761
2024
Q3
$243K
Sell
6,072
-3,328
-35%
-$144K
﹤0.01%
1737
2024
Q2
$406K
Buy
9,400
+3,163
+51%
+$155K
﹤0.01%
1555
2024
Q1
$311K
Sell
6,237
-2,323
-27%
-$95K
﹤0.01%
1634
2023
Q4
$331K
Buy
8,560
+53
+0.6%
+$2.04K
﹤0.01%
1622
2023
Q3
$337K
Buy
8,507
+1,005
+13%
+$38.1K
﹤0.01%
1559
2023
Q2
$237K
Buy
+7,502
New
+$212K
﹤0.01%
1661
2023
Q1
–
Sell
-7,869
Closed
-$274K
–
1853
2022
Q4
$274K
Buy
+7,869
New
+$327K
﹤0.01%
1621
2018
Q1
–
Sell
-28,454
Closed
-$628K
–
1738
2017
Q4
$628K
Buy
+28,454
New
+$574K
﹤0.01%
1344
2013
Q3
–
Sell
-6,975
Closed
-$418K
–
1657
2013
Q2
$418K
Buy
+6,975
New
+$425K
﹤0.01%
1339
Other funds holding SM
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Canada Pension Plan Investment Board
Toronto Ontario, Ontario, Canada
$155B AUM
29.93%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
AC
Aristeia Capital
Greenwich, Connecticut
$4.36B AUM
24.94%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
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
DSC
Donald Smith & Co
New York
$5.56B AUM
47.13%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
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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