PS
SM icon

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 $5.7T 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return