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Plato Investment Management’s SM Energy SM Stock Holding History

Plato 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
Q1 		– Sell
-3,863
Closed -$150K – 601
2024
Q4 		$150K Hold
3,863
– – 0.01% 428
2024
Q3 		$154K Buy
3,863
+3,273
+555% +$142K 0.01% 399
2024
Q2 		$25.5K Buy
590
+485
+462% +$23.8K ﹤0.01% 423
2024
Q1 		$5.23K Buy
105
+24
+30% +$981 ﹤0.01% 447
2023
Q4 		$3.14K Buy
+81
New +$3.12K ﹤0.01% 395

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Plato Investment Management's SM Position: Q1 2025 in Review

Plato Investment Management sold out of SM Energy (SM) in Q1 2025, closing a stake of 3,863 shares — an estimated $150K sold.

Plato Investment Management first reported a position in SM in Q4 2023 and held it in 5 quarters. The position peaked at $154K in Q3 2024. 404 funds tracked by Wall St. Rank hold SM as of Q1 2025.

  • Plato Investment Management reported no remaining SM Energy position as of Q1 2025 after selling out during the quarter.
  • Plato Investment Management sold 3,863 SM Energy shares in Q1 2025, an estimated $150K.
  • Plato Investment Management first reported a position in SM Energy in Q4 2023 and held it in 5 quarters.
  • Plato Investment Management's SM Energy position peaked at $154K in Q3 2024.
  • 404 funds tracked by Wall St. Rank held SM Energy as of Q1 2025.

Based on Plato Investment Management's 13F filing for Q1 2025, filed 20 May 2025.