Voloridge Investment Management
SM icon

Voloridge Investment Management’s SM Energy SM Stock Holding History

Voloridge Investment 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
2026
Q1 		– Sell
-784,784
Closed -$14.7M – 1257
2025
Q4 		$14.7M Sell
784,784
-96,438
-11% -$1.95M 0.05% 461
2025
Q3 		$22M Buy
881,222
+64,152
+8% +$1.73M 0.07% 323
2025
Q2 		$20.2M Buy
817,070
+106,205
+15% +$2.57M 0.07% 320
2025
Q1 		$21.3M Sell
710,865
-463,866
-39% -$16.6M 0.08% 337
2024
Q4 		$45.5M Sell
1,174,731
-250,096
-18% -$10.6M 0.16% 177
2024
Q3 		$57M Buy
1,424,827
+1,052,347
+283% +$45.7M 0.21% 131
2024
Q2 		$16.1M Buy
372,480
+277,111
+291% +$13.6M 0.06% 443
2024
Q1 		$4.75M Buy
95,369
+47,793
+100% +$1.95M 0.02% 672
2023
Q4 		$1.84M Buy
47,576
+39,852
+516% +$1.54M 0.01% 849
2023
Q3 		$306K Sell
7,724
-431,936
-98% -$16.4M ﹤0.01% 1278
2023
Q2 		$13.9M Buy
439,660
+128,367
+41% +$3.63M 0.07% 379
2023
Q1 		$8.77M Buy
+311,293
New +$9.5M 0.04% 486
2022
Q3 		– Sell
-287,963
Closed -$9.85M – 1606
2022
Q2 		$9.85M Sell
287,963
-348,856
-55% -$14.2M 0.05% 446
2022
Q1 		$24.8M Sell
636,819
-55,124
-8% -$1.99M 0.14% 208
2021
Q4 		$20.4M Sell
691,943
-7,488
-1% -$234K 0.11% 255
2021
Q3 		$18.5M Sell
699,431
-18,052
-3% -$365K 0.12% 225
2021
Q2 		$17.7M Sell
717,483
-115,165
-14% -$2.23M 0.12% 217
2021
Q1 		$13.6M Buy
832,648
+280,807
+51% +$3.59M 0.1% 272
2020
Q4 		$3.38M Buy
+551,841
New +$1.86M 0.03% 562
2020
Q3 		– Sell
-72,563
Closed -$272K – 1481
2020
Q2 		$272K Buy
+72,563
New +$238K ﹤0.01% 1153
2020
Q1 		– Sell
-253,842
Closed -$2.85M – 1364
2019
Q4 		$2.85M Sell
253,842
-85,585
-25% -$771K 0.06% 406
2019
Q3 		$3.29M Buy
339,427
+197,767
+140% +$2.02M 0.06% 337
2019
Q2 		$1.77M Buy
141,660
+79,191
+127% +$1.15M 0.05% 350
2019
Q1 		$1.09M Buy
+62,469
New +$1.11M 0.03% 442
2017
Q2 		– Sell
-602,140
Closed -$14.5M – 554
2017
Q1 		$14.5M Buy
+602,140
New +$16.7M 0.35% 71
2016
Q4 		– Sell
-163,703
Closed -$6.32M – 665
2016
Q3 		$6.32M Buy
+163,703
New +$5.25M 0.14% 96

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

Voloridge Investment Management's SM Position: Q1 2026 in Review

Voloridge Investment Management sold out of SM Energy (SM) in Q1 2026, closing a stake of 784,784 shares — an estimated $14.7M sold.

Voloridge Investment Management first reported a position in SM in Q3 2016 and held it in 26 quarters. The position peaked at $57M in Q3 2024. 510 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • Voloridge Investment Management reported no remaining SM Energy position as of Q1 2026 after selling out during the quarter.
  • Voloridge Investment Management sold 784,784 SM Energy shares in Q1 2026, an estimated $14.7M.
  • Voloridge Investment Management first reported a position in SM Energy in Q3 2016 and held it in 26 quarters.
  • Voloridge Investment Management's SM Energy position peaked at $57M in Q3 2024.
  • 510 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on Voloridge Investment Management's 13F filing for Q1 2026, filed 15 May 2026.