Schroder Investment Management Group
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Schroder Investment Management Group’s SM Energy SM Stock Holding History

Schroder Investment Management Group’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
Q3 		– Sell
-8,758
Closed -$220K – 1255
2025
Q2 		$220K Sell
8,758
-1,559
-15% -$37.7K ﹤0.01% 1117
2025
Q1 		$303K Buy
+10,317
New +$370K ﹤0.01% 1121
2024
Q4 		– Sell
-89,820
Closed -$3.58M – 1244
2024
Q3 		$3.58M Buy
89,820
+2,106
+2% +$91.4K ﹤0.01% 855
2024
Q2 		$3.79M Buy
87,714
+67,646
+337% +$3.32M ﹤0.01% 827
2024
Q1 		$1M Buy
+20,068
New +$820K ﹤0.01% 1027
2023
Q2 		– Sell
-40,233
Closed -$1.13M – 1282
2023
Q1 		$1.13M Buy
+40,233
New +$1.23M ﹤0.01% 1041
2022
Q4 		– Sell
-6,821
Closed -$257K – 1318
2022
Q3 		$257K Sell
6,821
-1,189
-15% -$46.8K ﹤0.01% 1221
2022
Q2 		$288K Sell
8,010
-281,852
-97% -$11.5M ﹤0.01% 1235
2022
Q1 		$11.8M Buy
289,862
+118,569
+69% +$4.27M 0.02% 636
2021
Q4 		$5.05M Buy
+171,293
New +$5.35M 0.01% 758
2021
Q1 		– Sell
-91,539
Closed -$560K – 1599
2020
Q4 		$560K Hold
91,539
– – ﹤0.01% 1187
2020
Q3 		$140K Hold
91,539
– – ﹤0.01% 1218
2020
Q2 		$343K Buy
+91,539
New +$300K ﹤0.01% 1040
2018
Q2 		– Sell
-34,139
Closed -$616K – 1324
2018
Q1 		$616K Buy
+34,139
New +$738K ﹤0.01% 1033

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
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

Schroder Investment Management Group's SM Position: Q3 2025 in Review

Schroder Investment Management Group sold out of SM Energy (SM) in Q3 2025, closing a stake of 8,758 shares — an estimated $220K sold.

Schroder Investment Management Group first reported a position in SM in Q1 2018 and held it in 14 quarters. The position peaked at $11.8M in Q1 2022. 383 funds tracked by Wall St. Rank hold SM as of Q3 2025.

  • Schroder Investment Management Group reported no remaining SM Energy position as of Q3 2025 after selling out during the quarter.
  • Schroder Investment Management Group sold 8,758 SM Energy shares in Q3 2025, an estimated $220K.
  • Schroder Investment Management Group first reported a position in SM Energy in Q1 2018 and held it in 14 quarters.
  • Schroder Investment Management Group's SM Energy position peaked at $11.8M in Q1 2022.
  • 383 funds tracked by Wall St. Rank held SM Energy as of Q3 2025.

Based on Schroder Investment Management Group's 13F filing for Q3 2025, filed 13 Nov 2025.