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Tributary Capital Management’s SM Energy SM Stock Holding History

Tributary Capital Management’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
-592,881
Closed -$14.8M – 171
2025
Q3 		$14.8M Buy
592,881
+92,237
+18% +$2.49M 1.34% 36
2025
Q2 		$12.4M Sell
500,644
-82,369
-14% -$1.99M 1.1% 47
2025
Q1 		$17.5M Buy
583,013
+25,041
+4% +$898K 1.53% 31
2024
Q4 		$21.6M Buy
557,972
+554
+0.1% +$23.4K 1.67% 30
2024
Q3 		$22.3M Sell
557,418
-11,930
-2% -$518K 1.73% 24
2024
Q2 		$24.6M Buy
569,348
+1,623
+0.3% +$79.7K 2.04% 10
2024
Q1 		$28.3M Sell
567,725
-6,395
-1% -$261K 2.32% 5
2023
Q4 		$22.2M Buy
574,120
+123,126
+27% +$4.75M 1.87% 10
2023
Q3 		$17.9M Buy
450,994
+86,854
+24% +$3.29M 1.69% 24
2023
Q2 		$11.5M Buy
364,140
+91,739
+34% +$2.59M 1.03% 51
2023
Q1 		$7.67M Buy
272,401
+259,362
+1,989% +$7.91M 0.71% 64
2022
Q4 		$454K Buy
13,039
+2,740
+27% +$114K 0.05% 132
2022
Q3 		$387K Buy
10,299
+3,359
+48% +$132K 0.04% 135
2022
Q2 		$237K Buy
+6,940
New +$282K 0.02% 161
2015
Q2 		– Sell
-70,899
Closed -$3.66M – 186
2015
Q1 		$3.66M Buy
70,899
+4,868
+7% +$211K 0.57% 78
2014
Q4 		$2.55M Buy
66,031
+35,157
+114% +$1.76M 0.43% 100
2014
Q3 		$2.41M Buy
30,874
+1,650
+6% +$135K 0.51% 107
2014
Q2 		$2.46M Buy
29,224
+567
+2% +$43.5K 0.49% 113
2014
Q1 		$2.04M Sell
28,657
-84
-0.3% -$6.57K 0.43% 124
2013
Q4 		$2.39M Sell
28,741
-38,287
-57% -$3.27M 0.47% 116
2013
Q3 		$5.17M Sell
67,028
-12
-0% -$830 1.07% 7
2013
Q2 		$4.02M Buy
+67,040
New +$4.09M 0.66% 38

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Millennium Management
Millennium Management New York $240B 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 $35.4B AUM 33.54% 1-Year Est. Return

Tributary Capital Management's SM Position: Q4 2025 in Review

Tributary Capital Management sold out of SM Energy (SM) in Q4 2025, closing a stake of 592,881 shares — an estimated $14.8M sold.

Tributary Capital Management first reported a position in SM in Q2 2013 and held it in 22 quarters. The position peaked at $28.3M in Q1 2024. 344 funds tracked by Wall St. Rank hold SM as of Q4 2025.

  • Tributary Capital Management reported no remaining SM Energy position as of Q4 2025 after selling out during the quarter.
  • Tributary Capital Management sold 592,881 SM Energy shares in Q4 2025, an estimated $14.8M.
  • Tributary Capital Management first reported a position in SM Energy in Q2 2013 and held it in 22 quarters.
  • Tributary Capital Management's SM Energy position peaked at $28.3M in Q1 2024.
  • 344 funds tracked by Wall St. Rank held SM Energy as of Q4 2025.

Based on Tributary Capital Management's 13F filing for Q4 2025, filed 27 Jan 2026.