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Wolverine Asset Management’s SM Energy SM Stock Holding History

Wolverine Asset 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
-19,187
Closed -$479K – 1848
2025
Q3 		$479K Buy
19,187
+13,165
+219% +$355K ﹤0.01% 882
2025
Q2 		$149K Hold
6,022
– – ﹤0.01% 1063
2025
Q1 		$180K Buy
+6,022
New +$216K ﹤0.01% 1024
2022
Q3 		– Sell
-6,913
Closed -$236K – 2502
2022
Q2 		$236K Sell
6,913
-33,755
-83% -$1.37M ﹤0.01% 1164
2022
Q1 		$1.58M Sell
40,668
-18,500
-31% -$667K 0.02% 585
2021
Q4 		$1.74M Sell
59,168
-15,000
-20% -$468K 0.02% 594
2021
Q3 		$1.96M Hold
74,168
– – 0.02% 491
2021
Q2 		$1.83M Sell
74,168
-28,888
-28% -$560K 0.01% 455
2021
Q1 		$1.69M Sell
103,056
-48,400
-32% -$619K 0.01% 487
2020
Q4 		$926K Hold
151,456
– – 0.01% 668
2020
Q3 		$240K Buy
151,456
+77,515
+105% +$217K ﹤0.01% 928
2020
Q2 		$277K Buy
73,941
+2,000
+3% +$6.55K ﹤0.01% 855
2020
Q1 		$87K Buy
71,941
+11,541
+19% +$81.6K ﹤0.01% 1073
2019
Q4 		$678K Buy
+60,400
New +$544K 0.01% 709
2019
Q3 		– Sell
-3,300
Closed -$33.6K – 1608
2019
Q2 		$41K Buy
+3,300
New +$47.9K ﹤0.01% 1219
2015
Q3 		– Sell
-20,000
Closed -$922K – 1967
2015
Q2 		$922K Buy
+20,000
New +$1.06M 0.02% 497
2015
Q1 		– Sell
-8,339
Closed -$321K – 2151
2014
Q4 		$321K Sell
8,339
-32,609
-80% -$1.63M 0.01% 788
2014
Q3 		$3.19M Buy
40,948
+27,289
+200% +$2.23M 0.07% 219
2014
Q2 		$1.15M Buy
13,659
+10,400
+319% +$797K 0.03% 382
2014
Q1 		$232K Buy
+3,259
New +$255K 0.01% 829
2013
Q4 		– Sell
-2,759
Closed -$235K – 2911
2013
Q3 		$212K Sell
2,759
-1,200
-30% -$83K ﹤0.01% 1137
2013
Q2 		$237K Buy
+3,959
New +$241K 0.01% 1053

Other funds holding SM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Wolverine Asset Management's SM Position: Q4 2025 in Review

Wolverine Asset Management sold out of SM Energy (SM) in Q4 2025, closing a stake of 19,187 shares — an estimated $479K sold.

Wolverine Asset Management first reported a position in SM in Q2 2013 and held it in 22 quarters. The position peaked at $3.19M in Q3 2014. 344 funds tracked by Wall St. Rank hold SM as of Q4 2025.

  • Wolverine Asset Management reported no remaining SM Energy position as of Q4 2025 after selling out during the quarter.
  • Wolverine Asset Management sold 19,187 SM Energy shares in Q4 2025, an estimated $479K.
  • Wolverine Asset Management first reported a position in SM Energy in Q2 2013 and held it in 22 quarters.
  • Wolverine Asset Management's SM Energy position peaked at $3.19M in Q3 2014.
  • 344 funds tracked by Wall St. Rank held SM Energy as of Q4 2025.

Based on Wolverine Asset Management's 13F filing for Q4 2025, filed 2 Feb 2026.