Prelude Capital Management’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-16,545
| Closed | -$309K | – | 1552 |
|
|
2025
Q4 | $309K | Sell |
16,545
-924
| -5% | -$18.7K | 0.02% | 780 |
|
|
2025
Q3 | $436K | Buy |
+17,469
| New | +$471K | 0.03% | 543 |
|
|
2024
Q3 | – | Sell |
-12,841
| Closed | -$555K | – | 1517 |
|
|
2024
Q2 | $555K | Buy |
+12,841
| New | +$631K | 0.04% | 499 |
|
|
2023
Q1 | – | Sell |
-5,790
| Closed | -$202K | – | 1444 |
|
|
2022
Q4 | $202K | Buy |
+5,790
| New | +$241K | 0.01% | 967 |
|
|
2022
Q3 | – | Sell |
-2,001,257
| Closed | -$1.94M | – | 1885 |
|
|
2022
Q2 | $1.94M | Buy |
+2,001,257
| New | +$81.3M | 0.06% | 315 |
|
|
2022
Q1 | – | Sell |
-52,319
| Closed | -$1.54M | – | 2188 |
|
|
2021
Q4 | $1.54M | Buy |
+52,319
| New | +$1.63M | 0.04% | 412 |
|
|
2021
Q3 | – | Sell |
-53,018
| Closed | -$1.31M | – | 2001 |
|
|
2021
Q2 | $1.31M | Buy |
+53,018
| New | +$1.03M | 0.04% | 471 |
|
|
2020
Q4 | – | Sell |
-3,485
| Closed | -$6K | – | 1916 |
|
|
2020
Q3 | $6K | Hold |
3,485
| – | – | ﹤0.01% | 1540 |
|
|
2020
Q2 | $13K | Buy |
+3,485
| New | +$11.4K | ﹤0.01% | 1513 |
|
|
2018
Q4 | – | Sell |
-13,244
| Closed | -$418K | – | 2128 |
|
|
2018
Q3 | $418K | Buy |
13,244
+12,244
| +1,224% | +$352K | 0.02% | 575 |
|
|
2018
Q2 | $26K | Sell |
1,000
-7,000
| -88% | -$164K | ﹤0.01% | 1297 |
|
|
2018
Q1 | $144K | Buy |
8,000
+2,624
| +49% | +$56.7K | 0.01% | 772 |
|
|
2017
Q4 | $119K | Buy |
5,376
+2,676
| +99% | +$54K | 0.01% | 748 |
|
|
2017
Q3 | $48K | Buy |
+2,700
| New | +$42.2K | ﹤0.01% | 1111 |
|
|
2017
Q1 | – | Sell |
-95,011
| Closed | -$3.28M | – | 1750 |
|
|
2016
Q4 | $3.28M | Buy |
95,011
+20,461
| +27% | +$739K | 0.4% | 54 |
|
|
2016
Q3 | $2.88M | Buy |
+74,550
| New | +$2.39M | 0.3% | 57 |
|
|
2015
Q3 | – | Sell |
-1,270
| Closed | -$59K | – | 1754 |
|
|
2015
Q2 | $59K | Sell |
1,270
-2,330
| -65% | -$123K | 0.01% | 1100 |
|
|
2015
Q1 | $186K | Sell |
3,600
-1,000
| -22% | -$43.4K | 0.03% | 685 |
|
|
2014
Q4 | $177K | Sell |
4,600
-1,499
| -25% | -$75.1K | 0.03% | 706 |
|
|
2014
Q3 | $476K | Buy |
6,099
+1,099
| +22% | +$89.7K | 0.07% | 386 |
|
|
2014
Q2 | $421K | Sell |
5,000
-140
| -3% | -$10.7K | 0.06% | 438 |
|
|
2014
Q1 | $366K | Buy |
5,140
+625
| +14% | +$48.9K | 0.05% | 523 |
|
|
2013
Q4 | $375K | Buy |
+4,515
| New | +$385K | 0.06% | 447 |
|
Other funds holding SM
VPM
AC
VCM
DSC
Prelude Capital Management's SM Position: Q1 2026 in Review
Prelude Capital Management sold out of SM Energy (SM) in Q1 2026, closing a stake of 16,545 shares — an estimated $309K sold.
Prelude Capital Management first reported a position in SM in Q4 2013 and held it in 23 quarters. The position peaked at $3.28M in Q4 2016. 510 funds tracked by Wall St. Rank hold SM as of Q1 2026.
- Prelude Capital Management reported no remaining SM Energy position as of Q1 2026 after selling out during the quarter.
- Prelude Capital Management sold 16,545 SM Energy shares in Q1 2026, an estimated $309K.
- Prelude Capital Management first reported a position in SM Energy in Q4 2013 and held it in 23 quarters.
- Prelude Capital Management's SM Energy position peaked at $3.28M in Q4 2016.
- 510 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.
Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.