PP
SM icon

Prudential plc’s SM Energy SM Stock Holding History

Prudential plc’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
-8,679
Closed -$336K – 814
2024
Q4 		$336K Sell
8,679
-114
-1% -$4.81K ﹤0.01% 685
2024
Q3 		$351K Buy
+8,793
New +$381K ﹤0.01% 696
2023
Q2 		– Sell
-12,727
Closed -$358K – 930
2023
Q1 		$358K Sell
12,727
-2,363
-16% -$72.1K ﹤0.01% 794
2022
Q4 		$526K Buy
15,090
+4,717
+45% +$196K 0.01% 747
2022
Q3 		$390K Buy
+10,373
New +$408K 0.01% 640

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

Prudential plc's SM Position: Q1 2025 in Review

Prudential plc sold out of SM Energy (SM) in Q1 2025, closing a stake of 8,679 shares — an estimated $336K sold.

Prudential plc first reported a position in SM in Q3 2022 and held it in 5 quarters. The position peaked at $526K in Q4 2022. 404 funds tracked by Wall St. Rank hold SM as of Q1 2025.

  • Prudential plc reported no remaining SM Energy position as of Q1 2025 after selling out during the quarter.
  • Prudential plc sold 8,679 SM Energy shares in Q1 2025, an estimated $336K.
  • Prudential plc first reported a position in SM Energy in Q3 2022 and held it in 5 quarters.
  • Prudential plc's SM Energy position peaked at $526K in Q4 2022.
  • 404 funds tracked by Wall St. Rank held SM Energy as of Q1 2025.

Based on Prudential plc's 13F filing for Q1 2025, filed 13 May 2025.