Nuveen’s SM Energy SM Stock Holding History

Nuveen’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
2026 Q1	$73.6M	Buy	2,360,486 +1,527,319	+183%	+$34.8M	0.02%	493
2025 Q4	$15.6M	Sell	833,167 -18,543	-2%	-$376K	﹤0.01%	1289
2025 Q3	$21.3M	Sell	851,710 -31,476	-4%	-$849K	0.01%	1113
2025 Q2	$21.8M	Buy	883,186 +251,816	+40%	+$6.1M	0.01%	1043
2025 Q1	$18.9M	Buy	631,370 +89,589	+17%	+$3.21M	0.01%	1157
2024 Q4	$21M	Sell	541,781 -330,746	-38%	-$14M	0.01%	1164
2024 Q3	$34.9M	Buy	872,527 +43,775	+5%	+$1.9M	0.01%	852
2024 Q2	$35.8M	Sell	828,752 -96,927	-10%	-$4.76M	0.01%	795
2024 Q1	$46.1M	Buy	925,679 +283,236	+44%	+$11.6M	0.01%	669
2023 Q4	$24.9M	Sell	642,443 -38,390	-6%	-$1.48M	0.01%	1008
2023 Q3	$27M	Sell	680,833 -4,923	-0.7%	-$187K	0.01%	868
2023 Q2	$21.7M	Buy	685,756 +97,923	+17%	+$2.77M	0.01%	1020
2023 Q1	$16.6M	Buy	587,833 +76,774	+15%	+$2.34M	0.01%	1171
2022 Q4	$17.8M	Sell	511,059 -165,162	-24%	-$6.87M	0.01%	1122
2022 Q3	$25.4M	Sell	676,221 -40,764	-6%	-$1.6M	0.01%	874
2022 Q2	$24.5M	Sell	716,985 -218,737	-23%	-$8.89M	0.01%	908
2022 Q1	$37.1M	Sell	935,722 -147,242	-14%	-$5.31M	0.01%	794
2021 Q4	$31.9M	Buy	1,082,964 +780	+0.1%	+$24.4K	0.01%	947
2021 Q3	$28.5M	Sell	1,082,184 -57,158	-5%	-$1.15M	0.01%	1024
2021 Q2	$28.1M	Sell	1,139,342 -45,350	-4%	-$879K	0.01%	1113
2021 Q1	$19.4M	Sell	1,184,692 -9,665	-0.8%	-$124K	0.01%	1347
2020 Q4	$7.31M	Buy	1,194,357 +526,829	+79%	+$1.78M	﹤0.01%	1888
2020 Q3	$988K	Sell	667,528 -68,975	-9%	-$193K	﹤0.01%	2699
2020 Q2	$1.09M	Sell	736,503 -302,994	-29%	-$992K	﹤0.01%	2591
2020 Q1	$1.27M	Sell	1,039,497 -871,199	-46%	-$6.16M	﹤0.01%	2406
2019 Q4	$21.5M	Buy	1,910,696 +977,977	+105%	+$8.81M	0.01%	1124
2019 Q3	$9.04M	Buy	932,719 +77,998	+9%	+$795K	﹤0.01%	1636
2019 Q2	$10.7M	Buy	854,721 +289,734	+51%	+$4.21M	﹤0.01%	1561
2019 Q1	$9.88M	Sell	564,987 -719,993	-56%	-$12.8M	0.05%	415
2018 Q4	$19.9M	Buy	1,284,980 +605,792	+89%	+$14M	0.13%	271
2018 Q3	$21.4M	Sell	679,188 -4,119	-0.6%	-$118K	0.11%	286
2018 Q2	$17.6M	Buy	683,307 +348,959	+104%	+$8.15M	0.11%	281
2018 Q1	$6.03M	Buy	+334,348	New	+$7.22M	0.04%	461
2017 Q4	–	Sell	-12,748	Closed	-$226K	–	1151
2017 Q3	$226K	Buy	+12,748	New	+$199K	﹤0.01%	1049
2017 Q2	–	Sell	-29,135	Closed	-$700K	–	1284
2017 Q1	$700K	Sell	29,135 -6,995	-19%	-$194K	﹤0.01%	1081
2016 Q4	$1.25M	Sell	36,130 -28,940	-44%	-$1.05M	0.01%	1071
2016 Q3	$2.51M	Buy	65,070 +17,484	+37%	+$560K	0.01%	694
2016 Q2	$1.28M	Sell	47,586 -38,200	-45%	-$1.07M	0.01%	922
2016 Q1	$1.61K	Buy	85,786 +58,222	+211%	+$803K	0.01%	837
2015 Q4	$542	Hold	27,564	–	–	﹤0.01%	1256
2015 Q3	$883	Buy	27,564 +356	+1%	+$12.9K	0.01%	1146
2015 Q2	$1.25K	Hold	27,208	–	–	0.01%	1050
2015 Q1	$1.41M	Hold	27,208	–	–	0.01%	1021
2014 Q4	$1.05M	Sell	27,208 -211,203	-89%	-$10.6M	0.01%	1159
2014 Q3	$18.6M	Sell	238,411 -8,881	-4%	-$725K	0.12%	251
2014 Q2	$20.8M	Buy	247,292 +217,588	+733%	+$16.7M	0.13%	220
2014 Q1	$2.12M	Buy	29,704 +3,864	+15%	+$302K	0.01%	783
2013 Q4	$2.15M	Sell	25,840 -3,549	-12%	-$303K	0.01%	763
2013 Q3	$2.27M	Buy	29,389 +4,901	+20%	+$339K	0.02%	749
2013 Q2	$1.47M	Buy	+24,488	New	+$1.49M	0.01%	876