Simplex Trading
SM icon

Simplex Trading’s SM Energy SM Stock Holding History

Simplex Trading’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
2026
Q1 		$2M Buy
64,100
+14,500
+29% +$331K ﹤0.01% 1818
2025
Q4 		$928K Buy
49,600
+11,900
+32% +$241K ﹤0.01% 2696
2025
Q3 		$941K Buy
37,700
+24,400
+183% +$658K ﹤0.01% 3121
2025
Q2 		$328K Sell
13,300
-10,900
-45% -$264K ﹤0.01% 3972
2025
Q1 		$724K Buy
24,200
+2,700
+13% +$96.8K ﹤0.01% 3012
2024
Q4 		$833K Sell
21,500
-45,500
-68% -$1.92M ﹤0.01% 3021
2024
Q3 		$2.68M Buy
67,000
+32,900
+96% +$1.43M ﹤0.01% 2024
2024
Q2 		$1.47M Buy
34,100
+5,900
+21% +$290K ﹤0.01% 2505
2024
Q1 		$1.41M Sell
28,200
-34,200
-55% -$1.4M ﹤0.01% 2771
2023
Q4 		$2.42M Buy
62,400
+37,300
+149% +$1.44M ﹤0.01% 2204
2023
Q3 		$995K Buy
25,100
+15,900
+173% +$603K ﹤0.01% 2661
2023
Q2 		$290K Sell
9,200
-68,600
-88% -$1.94M ﹤0.01% 3895
2023
Q1 		$2.19M Buy
77,800
+41,400
+114% +$1.26M ﹤0.01% 1871
2022
Q4 		$1.27M Sell
36,400
-8,300
-19% -$345K ﹤0.01% 2250
2022
Q3 		$1.68M Buy
44,700
+15,200
+52% +$598K ﹤0.01% 2112
2022
Q2 		$1.01M Sell
29,500
-30,000
-50% -$1.22M ﹤0.01% 2615
2022
Q1 		$2.32M Buy
59,500
+1,700
+3% +$61.3K ﹤0.01% 1952
2021
Q4 		$1.7M Buy
57,800
+18,800
+48% +$587K ﹤0.01% 2207
2021
Q3 		$994K Buy
39,000
+3,500
+10% +$70.7K ﹤0.01% 3078
2021
Q2 		$874K Buy
+35,500
New +$688K ﹤0.01% 3309
2021
Q1 		– Sell
-777
Closed -$475K – 9922
2020
Q4 		$475K Buy
777
+675
+662% +$2.28K ﹤0.01% 3492
2020
Q3 		$16K Sell
102
-155
-60% -$433 ﹤0.01% 6517
2020
Q2 		$96K Buy
257
+107
+71% +$350 ﹤0.01% 4821
2020
Q1 		$18K Buy
150
+59
+65% +$417 ﹤0.01% 6053
2019
Q4 		$102K Buy
91
+30
+49% +$270 ﹤0.01% 4495
2019
Q3 		$59K Sell
61
-30
-33% -$306 ﹤0.01% 4859
2019
Q2 		$113K Buy
91
+37
+69% +$537 ﹤0.01% 4054
2019
Q1 		$94K Sell
54
-66
-55% -$1.17K ﹤0.01% 4397
2018
Q4 		$185K Sell
120
-176
-59% -$4.07K ﹤0.01% 3235
2018
Q3 		$933K Sell
296
-172
-37% -$4.94K ﹤0.01% 1970
2018
Q2 		$1.2M Buy
468
+259
+124% +$6.05K ﹤0.01% 1626
2018
Q1 		$11K Sell
209
-72
-26% -$1.56K ﹤0.01% 3970
2017
Q4 		$24K Sell
281
-30
-10% -$606 ﹤0.01% 3143
2017
Q3 		$20K Buy
311
+43
+16% +$672 ﹤0.01% 3169
2017
Q2 		$8K Sell
268
-132
-33% -$2.62K ﹤0.01% 4196
2017
Q1 		$20K Buy
400
+128
+47% +$3.54K ﹤0.01% 3269
2016
Q4 		$44K Sell
272
-165
-38% -$5.96K ﹤0.01% 2271
2016
Q3 		$130K Buy
437
+34
+8% +$1.09K 0.01% 1343
2016
Q2 		$80K Sell
403
-69
-15% -$1.94K 0.01% 1657
2016
Q1 		$91K Buy
472
+94
+25% +$1.3K 0.01% 1438
2015
Q4 		$37K Buy
378
+138
+58% +$4.21K ﹤0.01% 2160
2015
Q3 		$8K Buy
240
+45
+23% +$1.63K ﹤0.01% 3654
2015
Q2 		$60K Buy
195
+15
+8% +$791 0.01% 1561
2015
Q1 		$126K Sell
180
-209
-54% -$9.07K 0.01% 965
2014
Q4 		$19K Buy
+389
New +$19.5K ﹤0.01% 2104

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simplex Trading's SM Position: Q1 2026 in Review

Simplex Trading opened a new position in SM Energy (SM) in Q1 2026: 9,968 shares worth $311K. The stake represents ﹤0.01% of the portfolio and ranks #3790 among its holdings. This is a return to the name: Simplex Trading previously reported a position in SM as recently as Q3 2025.

Simplex Trading first reported a position in SM in Q4 2014 and has held it in 27 quarters since. The position peaked at $2.42M in Q1 2024. 510 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • Simplex Trading held 9,968 shares of SM Energy worth $311K as of Q1 2026.
  • SM Energy was a new Simplex Trading position in Q1 2026.
  • SM Energy made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #3790 holding.
  • Simplex Trading first reported a position in SM Energy in Q4 2014 and has held it in 27 quarters since.
  • Simplex Trading's SM Energy position peaked at $2.42M in Q1 2024.
  • 510 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.