Principal Financial Group’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 | $34.3M | Buy |
1,101,082
+555,128
| +102% | +$12.7M | 0.02% | 619 |
|
|
2025
Q4 | $10.2M | Sell |
545,954
-9,069
| -2% | -$184K | 0.01% | 1305 |
|
|
2025
Q3 | $13.9M | Sell |
555,023
-12,500
| -2% | -$337K | 0.01% | 1090 |
|
|
2025
Q2 | $14M | Sell |
567,523
-86,182
| -13% | -$2.09M | 0.01% | 1067 |
|
|
2025
Q1 | $19.6M | Buy |
653,705
+17,883
| +3% | +$641K | 0.01% | 845 |
|
|
2024
Q4 | $24.6M | Buy |
635,822
+24,701
| +4% | +$1.04M | 0.01% | 733 |
|
|
2024
Q3 | $24.4M | Sell |
611,121
-1,679
| -0.3% | -$72.8K | 0.01% | 740 |
|
|
2024
Q2 | $26.5M | Sell |
612,800
-26,880
| -4% | -$1.32M | 0.02% | 709 |
|
|
2024
Q1 | $31.9M | Buy |
639,680
+33,214
| +5% | +$1.36M | 0.02% | 650 |
|
|
2023
Q4 | $23.5M | Sell |
606,466
-68,512
| -10% | -$2.64M | 0.02% | 777 |
|
|
2023
Q3 | $26.8M | Sell |
674,978
-41,373
| -6% | -$1.57M | 0.02% | 644 |
|
|
2023
Q2 | $22.7M | Sell |
716,351
-56,140
| -7% | -$1.59M | 0.02% | 776 |
|
|
2023
Q1 | $21.8M | Sell |
772,491
-16,057
| -2% | -$490K | 0.02% | 799 |
|
|
2022
Q4 | $27.5M | Sell |
788,548
-6,758
| -0.8% | -$281K | 0.02% | 636 |
|
|
2022
Q3 | $29.9M | Sell |
795,306
-65,043
| -8% | -$2.56M | 0.02% | 540 |
|
|
2022
Q2 | $29.4M | Buy |
860,349
+48,763
| +6% | +$1.98M | 0.02% | 597 |
|
|
2022
Q1 | $31.6M | Sell |
811,586
-7,439
| -0.9% | -$268K | 0.02% | 636 |
|
|
2021
Q4 | $24.1M | Sell |
819,025
-17,682
| -2% | -$552K | 0.01% | 816 |
|
|
2021
Q3 | $22.1M | Buy |
836,707
+65,405
| +8% | +$1.32M | 0.01% | 865 |
|
|
2021
Q2 | $19M | Buy |
771,302
+26,224
| +4% | +$508K | 0.01% | 1017 |
|
|
2021
Q1 | $12.2M | Buy |
745,078
+12,082
| +2% | +$154K | 0.01% | 1286 |
|
|
2020
Q4 | $4.49M | Sell |
732,996
-28,402
| -4% | -$95.8K | ﹤0.01% | 1601 |
|
|
2020
Q3 | $1.21M | Sell |
761,398
-44,729
| -6% | -$125K | ﹤0.01% | 1827 |
|
|
2020
Q2 | $3.02M | Sell |
806,127
-77,735
| -9% | -$254K | ﹤0.01% | 1602 |
|
|
2020
Q1 | $1.08M | Sell |
883,862
-32,953
| -4% | -$233K | ﹤0.01% | 1725 |
|
|
2019
Q4 | $10.3M | Sell |
916,815
-16,848
| -2% | -$152K | 0.01% | 1229 |
|
|
2019
Q3 | $9.05M | Buy |
933,663
+399,787
| +75% | +$4.08M | 0.01% | 1254 |
|
|
2019
Q2 | $6.68M | Buy |
533,876
+75,906
| +17% | +$1.1M | 0.01% | 1433 |
|
|
2019
Q1 | $8.01M | Buy |
457,970
+3,891
| +0.9% | +$69.1K | 0.01% | 1357 |
|
|
2018
Q4 | $7.03M | Sell |
454,079
-7,591
| -2% | -$176K | 0.01% | 1361 |
|
|
2018
Q3 | $14.6M | Buy |
461,670
+6,081
| +1% | +$175K | 0.01% | 1076 |
|
|
2018
Q2 | $11.7M | Buy |
455,589
+9,908
| +2% | +$232K | 0.01% | 1215 |
|
|
2018
Q1 | $8.04M | Buy |
445,681
+7,796
| +2% | +$168K | 0.01% | 1367 |
|
|
2017
Q4 | $9.67M | Buy |
437,885
+15,865
| +4% | +$320K | 0.01% | 1288 |
|
|
2017
Q3 | $7.49M | Buy |
422,020
+4,383
| +1% | +$68.5K | 0.01% | 1407 |
|
|
2017
Q2 | $6.9M | Buy |
417,637
+18,114
| +5% | +$359K | 0.01% | 1431 |
|
|
2017
Q1 | $9.6M | Buy |
399,523
+17,060
| +4% | +$473K | 0.01% | 1213 |
|
|
2016
Q4 | $13.2M | Buy |
382,463
+45,221
| +13% | +$1.63M | 0.02% | 993 |
|
|
2016
Q3 | $13M | Buy |
337,242
+81,691
| +32% | +$2.62M | 0.02% | 941 |
|
|
2016
Q2 | $6.9M | Buy |
255,551
+27,855
| +12% | +$781K | 0.01% | 1281 |
|
|
2016
Q1 | $4.27M | Buy |
227,696
+10,427
| +5% | +$144K | 0.01% | 1438 |
|
|
2015
Q4 | $4.27M | Sell |
217,269
-650,823
| -75% | -$19.8M | 0.01% | 1425 |
|
|
2015
Q3 | $27.8M | Buy |
868,092
+553,277
| +176% | +$20.1M | 0.04% | 416 |
|
|
2015
Q2 | $14.5M | Buy |
314,815
+113,371
| +56% | +$5.98M | 0.02% | 742 |
|
|
2015
Q1 | $10.4M | Buy |
201,444
+6,430
| +3% | +$279K | 0.02% | 941 |
|
|
2014
Q4 | $7.52M | Buy |
195,014
+3,563
| +2% | +$178K | 0.01% | 1151 |
|
|
2014
Q3 | $14.9M | Buy |
191,451
+8,249
| +5% | +$673K | 0.03% | 656 |
|
|
2014
Q2 | $15.4M | Sell |
183,202
-1,636
| -0.9% | -$125K | 0.03% | 671 |
|
|
2014
Q1 | $13.2M | Buy |
184,838
+11,089
| +6% | +$868K | 0.02% | 735 |
|
|
2013
Q4 | $14.4M | Buy |
173,749
+17,294
| +11% | +$1.48M | 0.03% | 652 |
|
|
2013
Q3 | $12.1M | Sell |
156,455
-12,513
| -7% | -$866K | 0.02% | 706 |
|
|
2013
Q2 | $10.1M | Buy |
+168,968
| New | +$10.3M | 0.02% | 756 |
|
Other funds holding SM
VPM
AC
VCM
DSC
