NSIM
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North Star Investment Management’s SM Energy SM Stock Holding History

North Star Investment 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
Q4 		– Sell
-20
Closed -$499 – 1617
2025
Q3 		$499 Buy
+20
New +$539 ﹤0.01% 1248

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American Century Companies
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JP Morgan Chase
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NAMI
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Millennium Management
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Geode Capital Management
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Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

North Star Investment Management's SM Position: Q4 2025 in Review

North Star Investment Management sold out of SM Energy (SM) in Q4 2025, closing a stake of 20 shares — an estimated $499 sold.

North Star Investment Management first reported a position in SM in Q3 2025 and held it in 1 quarter. The position peaked at $499 in Q3 2025. 344 funds tracked by Wall St. Rank hold SM as of Q4 2025.

  • North Star Investment Management reported no remaining SM Energy position as of Q4 2025 after selling out during the quarter.
  • North Star Investment Management sold 20 SM Energy shares in Q4 2025, an estimated $499.
  • North Star Investment Management first reported a position in SM Energy in Q3 2025 and held it in 1 quarter.
  • North Star Investment Management's SM Energy position peaked at $499 in Q3 2025.
  • 344 funds tracked by Wall St. Rank held SM Energy as of Q4 2025.

Based on North Star Investment Management's 13F filing for Q4 2025, filed 30 Jan 2026.