State of Wisconsin Investment Board
SM icon

State of Wisconsin Investment Board’s SM Energy SM Stock Holding History

State of Wisconsin Investment Board’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 		$652K Buy
+20,925
New +$477K ﹤0.01% 1862
2025
Q4 		– Sell
-10,915
Closed -$273K – 2542
2025
Q3 		$273K Sell
10,915
-14,600
-57% -$394K ﹤0.01% 2148
2025
Q2 		$630K Buy
25,515
+5,505
+28% +$133K ﹤0.01% 1758
2025
Q1 		$599K Sell
20,010
-21,348
-52% -$766K ﹤0.01% 1680
2024
Q4 		$1.6M Buy
41,358
+188
+0.5% +$7.94K ﹤0.01% 1362
2024
Q3 		$1.65M Buy
41,170
+6,625
+19% +$287K ﹤0.01% 1387
2024
Q2 		$1.49M Sell
34,545
-1,912
-5% -$93.9K ﹤0.01% 1414
2024
Q1 		$1.82M Buy
36,457
+5,864
+19% +$240K ﹤0.01% 1276
2023
Q4 		$1.18M Sell
30,593
-2,047
-6% -$78.9K ﹤0.01% 1346
2023
Q3 		$1.29M Buy
32,640
+4,075
+14% +$155K ﹤0.01% 1339
2023
Q2 		$904K Sell
28,565
-6,000
-17% -$170K ﹤0.01% 1491
2023
Q1 		$973K Buy
34,565
+19,283
+126% +$588K ﹤0.01% 1489
2022
Q4 		$532K Sell
15,282
-7,433
-33% -$309K ﹤0.01% 1874
2022
Q3 		$854K Sell
22,715
-7,671
-25% -$302K ﹤0.01% 1622
2022
Q2 		$1.04M Buy
+30,386
New +$1.23M ﹤0.01% 1613
2022
Q1 		– Sell
-10,600
Closed -$312K – 2432
2021
Q4 		$312K Sell
10,600
-2,800
-21% -$87.4K ﹤0.01% 1928
2021
Q3 		$353K Sell
13,400
-2,400
-15% -$48.5K ﹤0.01% 1816
2021
Q2 		$389K Sell
15,800
-3,800
-19% -$73.6K ﹤0.01% 1753
2021
Q1 		$321K Buy
+19,600
New +$251K ﹤0.01% 1826
2020
Q3 		– Sell
-16,800
Closed -$63K – 1985
2020
Q2 		$63K Buy
+16,800
New +$55K ﹤0.01% 1698
2019
Q2 		– Sell
-20,711
Closed -$362K – 1594
2019
Q1 		$362K Sell
20,711
-600
-3% -$10.7K ﹤0.01% 1404
2018
Q4 		$330K Hold
21,311
– – ﹤0.01% 1406
2018
Q3 		$672K Sell
21,311
-480
-2% -$13.8K ﹤0.01% 1329
2018
Q2 		$560K Sell
21,791
-385
-2% -$9K ﹤0.01% 1340
2018
Q1 		$400K Sell
22,176
-657
-3% -$14.2K ﹤0.01% 1339
2017
Q4 		$504K Buy
22,833
+292
+1% +$5.89K ﹤0.01% 1293
2017
Q3 		$400K Buy
22,541
+473
+2% +$7.39K ﹤0.01% 1336
2017
Q2 		$365K Buy
22,068
+2,870
+15% +$57K ﹤0.01% 1346
2017
Q1 		$461K Sell
19,198
-33,599
-64% -$931K ﹤0.01% 1206
2016
Q4 		$1.82M Sell
52,797
-2,132
-4% -$77K 0.01% 1068
2016
Q3 		$2.12M Buy
54,929
+11,100
+25% +$356K 0.01% 1090
2016
Q2 		$1.18M Sell
43,829
-3,000
-6% -$84.1K ﹤0.01% 1210
2016
Q1 		$878K Sell
46,829
-1,930
-4% -$26.6K ﹤0.01% 1222
2015
Q4 		$959K Sell
48,759
-1,530
-3% -$46.6K ﹤0.01% 1223
2015
Q3 		$1.61M Sell
50,289
-1,420
-3% -$51.5K 0.01% 1176
2015
Q2 		$2.38M Buy
51,709
+790
+2% +$41.7K 0.01% 1131
2015
Q1 		$2.63M Sell
50,919
-1,390
-3% -$60.3K 0.01% 1085
2014
Q4 		$2.02M Buy
52,309
+2,980
+6% +$149K 0.01% 1163
2014
Q3 		$3.85M Buy
49,329
+330
+0.7% +$26.9K 0.01% 898
2014
Q2 		$4.12M Buy
48,999
+1,630
+3% +$125K 0.01% 903
2014
Q1 		$3.38M Buy
47,369
+90
+0.2% +$7.04K 0.01% 951
2013
Q4 		$3.93M Sell
47,279
-1,450
-3% -$124K 0.02% 875
2013
Q3 		$3.76M Sell
48,729
-3,780
-7% -$262K 0.02% 868
2013
Q2 		$3.15M Buy
+52,509
New +$3.2M 0.01% 946

Other funds holding SM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.91% 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

State of Wisconsin Investment Board's SM Position: Q1 2026 in Review

State of Wisconsin Investment Board opened a new position in SM Energy (SM) in Q1 2026: 20,925 shares worth $652K. The stake represents ﹤0.01% of the portfolio and ranks #1862 among its holdings. This is a return to the name: State of Wisconsin Investment Board previously reported a position in SM as recently as Q3 2025.

State of Wisconsin Investment Board first reported a position in SM in Q2 2013 and has held it in 44 quarters since. The position peaked at $4.12M in Q2 2014. 513 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • State of Wisconsin Investment Board held 20,925 shares of SM Energy worth $652K as of Q1 2026.
  • SM Energy was a new State of Wisconsin Investment Board position in Q1 2026.
  • SM Energy made up ﹤0.01% of State of Wisconsin Investment Board's portfolio in Q1 2026, its #1862 holding.
  • State of Wisconsin Investment Board first reported a position in SM Energy in Q2 2013 and has held it in 44 quarters since.
  • State of Wisconsin Investment Board's SM Energy position peaked at $4.12M in Q2 2014.
  • 513 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on State of Wisconsin Investment Board's 13F filing for Q1 2026, filed 15 May 2026.