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PCM
Peregrine Capital Management’s
SM Energy
SM
Stock Holding History
Peregrine Capital 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
2026
Q1
$4.42M
Sell
141,661
-13,661
-9%
-$312K
0.16%
208
2025
Q4
$2.9M
Sell
155,322
-7,706
-5%
-$156K
0.09%
242
2025
Q3
$4.07M
Sell
163,028
-489
-0.3%
-$13.2K
0.12%
235
2025
Q2
$4.04M
Buy
163,517
+668
+0.4%
+$16.2K
0.12%
230
2025
Q1
$4.88M
Buy
162,849
+39,165
+32%
+$1.4M
0.16%
200
2024
Q4
$4.79M
Sell
123,684
-4,461
-3%
-$188K
0.14%
228
2024
Q3
$5.12M
Sell
128,145
-22,911
-15%
-$994K
0.15%
214
2024
Q2
$6.53M
Buy
+151,056
New
+$7.42M
0.19%
187
2018
Q2
–
Sell
-275,180
Closed
-$4.96M
–
315
2018
Q1
$4.96M
Buy
275,180
+6,482
+2%
+$140K
0.12%
242
2017
Q4
$5.93M
Sell
268,698
-20,786
-7%
-$420K
0.14%
237
2017
Q3
$5.13M
Buy
289,484
+5,894
+2%
+$92.1K
0.12%
237
2017
Q2
$4.69M
Buy
283,590
+51,890
+22%
+$1.03M
0.12%
243
2017
Q1
$5.45M
Buy
+231,700
New
+$6.42M
0.14%
239
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$5.7T AUM
30.48%
1-Year Est. Return
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$1.91T AUM
Canada Pension Plan Investment Board
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$155B AUM
29.93%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
AC
Aristeia Capital
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$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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