Wellington Management Group
SM icon

Wellington Management Group’s SM Energy SM Stock Holding History

Wellington 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
2026
Q1 		$85.7M Buy
2,749,950
+2,603,635
+1,779% +$59.4M 0.02% 585
2025
Q4 		$2.74M Buy
+146,315
New +$2.96M ﹤0.01% 1523
2024
Q2 		– Sell
-489,902
Closed -$24.4M – 1964
2024
Q1 		$24.4M Sell
489,902
-21,518
-4% -$880K ﹤0.01% 896
2023
Q4 		$19.8M Sell
511,420
-3,365
-0.7% -$130K ﹤0.01% 941
2023
Q3 		$20.4M Sell
514,785
-336,316
-40% -$12.8M ﹤0.01% 930
2023
Q2 		$26.9M Buy
851,101
+31,558
+4% +$892K 0.01% 866
2023
Q1 		$23.1M Sell
819,543
-1,561,866
-66% -$47.6M ﹤0.01% 898
2022
Q4 		$82.9M Buy
2,381,409
+161,791
+7% +$6.73M 0.02% 568
2022
Q3 		$83.5M Buy
2,219,618
+691,456
+45% +$27.2M 0.02% 562
2022
Q2 		$52.2M Buy
1,528,162
+1,514,754
+11,297% +$61.6M 0.01% 664
2022
Q1 		$522K Sell
13,408
-232,165
-95% -$8.37M ﹤0.01% 1906
2021
Q4 		$7.24M Sell
245,573
-119,491
-33% -$3.73M ﹤0.01% 1361
2021
Q3 		$9.63M Buy
365,064
+148,217
+68% +$2.99M ﹤0.01% 1300
2021
Q2 		$5.34M Buy
216,847
+193,696
+837% +$3.75M ﹤0.01% 1488
2021
Q1 		$379K Buy
+23,151
New +$296K ﹤0.01% 1921
2020
Q1 		– Sell
-68,100
Closed -$765K – 2034
2019
Q4 		$765K Buy
+68,100
New +$614K ﹤0.01% 1769
2019
Q1 		– Sell
-32,534
Closed -$504K – 2112
2018
Q4 		$504K Sell
32,534
-26,420
-45% -$611K ﹤0.01% 1901
2018
Q3 		$1.86M Buy
58,954
+48,332
+455% +$1.39M ﹤0.01% 1721
2018
Q2 		$273K Hold
10,622
– – ﹤0.01% 2150
2018
Q1 		$192K Buy
+10,622
New +$230K ﹤0.01% 2170
2017
Q2 		– Sell
-14,572
Closed -$350K – 2287
2017
Q1 		$350K Sell
14,572
-1,629,373
-99% -$45.1M ﹤0.01% 2125
2016
Q4 		$56.7M Buy
1,643,945
+69,690
+4% +$2.52M 0.01% 684
2016
Q3 		$60.7M Buy
+1,574,255
New +$50.5M 0.02% 636
2016
Q1 		– Sell
-58,060
Closed -$1.14M – 2222
2015
Q4 		$1.14M Hold
58,060
– – ﹤0.01% 1794
2015
Q3 		$1.86M Buy
+58,060
New +$2.11M ﹤0.01% 1657
2015
Q2 		– Sell
-86,600
Closed -$4.47M – 2213
2015
Q1 		$4.47M Buy
+86,600
New +$3.76M ﹤0.01% 1483
2014
Q4 		– Sell
-6,119
Closed -$477K – 2235
2014
Q3 		$477K Hold
6,119
– – ﹤0.01% 1997
2014
Q2 		$514K Buy
6,119
+741
+14% +$56.8K ﹤0.01% 1959
2014
Q1 		$383K Sell
5,378
-10,411
-66% -$815K ﹤0.01% 2033
2013
Q4 		$1.31M Buy
15,789
+3,420
+28% +$292K ﹤0.01% 1789
2013
Q3 		$955K Sell
12,369
-6,146
-33% -$425K ﹤0.01% 1807
2013
Q2 		$1.11M Buy
+18,515
New +$1.13M ﹤0.01% 1747

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

Wellington Management Group's SM Position: Q1 2026 in Review

Wellington Management Group increased its SM Energy (SM) stake by 1,779% in Q1 2026, buying an estimated $59.4M and bringing the position to 2,749,950 shares worth $85.7M. The position accounts for 0.02% of the portfolio, ranked #585.

Wellington Management Group first reported a position in SM in Q2 2013 and has held it in 32 quarters since. 510 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • Wellington Management Group held 2,749,950 shares of SM Energy worth $85.7M as of Q1 2026.
  • Wellington Management Group bought 2,603,635 SM Energy shares in Q1 2026, an estimated $59.4M.
  • SM Energy made up 0.02% of Wellington Management Group's portfolio in Q1 2026, its #585 holding.
  • Wellington Management Group first reported a position in SM Energy in Q2 2013 and has held it in 32 quarters since.
  • 510 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

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