PS
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Principal Securities’s SM Energy SM Stock Holding History

Principal Securities’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
Q4 		– Sell
-248
Closed -$6.19K – 3186
2025
Q3 		$6.19K Buy
248
+28
+13% +$755 ﹤0.01% 2894
2025
Q2 		$5.44K Sell
220
-6,731
-97% -$163K ﹤0.01% 2834
2025
Q1 		$269K Hold
6,951
– – 0.01% 1017
2024
Q4 		$269K Sell
6,951
-86
-1% -$3.63K 0.01% 1015
2024
Q3 		$281K Sell
7,037
-46
-0.6% -$2K 0.01% 958
2024
Q2 		$306K Buy
7,083
+3,065
+76% +$151K 0.01% 867
2024
Q1 		$200K Buy
4,018
+3,388
+538% +$139K 0.01% 1015
2023
Q4 		$24.4K Buy
+630
New +$24.3K ﹤0.01% 1822

Other funds holding SM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Principal Securities's SM Position: Q4 2025 in Review

Principal Securities sold out of SM Energy (SM) in Q4 2025, closing a stake of 248 shares — an estimated $6.19K sold.

Principal Securities first reported a position in SM in Q4 2023 and held it in 8 quarters. The position peaked at $306K in Q2 2024. 344 funds tracked by Wall St. Rank hold SM as of Q4 2025.

  • Principal Securities reported no remaining SM Energy position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 248 SM Energy shares in Q4 2025, an estimated $6.19K.
  • Principal Securities first reported a position in SM Energy in Q4 2023 and held it in 8 quarters.
  • Principal Securities's SM Energy position peaked at $306K in Q2 2024.
  • 344 funds tracked by Wall St. Rank held SM Energy as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.