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	-42,100	Closed	-$1.05M	–	1849
2025 Q3	$1.05M	Hold	42,100	–	–	0.01%	724
2025 Q2	$1.04M	Hold	42,100	–	–	0.01%	703
2025 Q1	$1.26M	Buy	42,100 +39,600	+1,584%	+$1.42M	0.02%	617
2024 Q4	$96.9K	Buy	+2,500	New	+$106K	﹤0.01%	1116
2021 Q1	–	Sell	-348,400	Closed	-$2.13M	–	2251
2020 Q4	$2.13M	Sell	348,400 -30,400	-8%	-$103K	0.02%	433
2020 Q3	$602K	Buy	378,800 +278,800	+279%	+$779K	0.01%	693
2020 Q2	$375K	Hold	100,000	–	–	﹤0.01%	780
2020 Q1	$122K	Sell	100,000 -10,000	-9%	-$70.7K	﹤0.01%	1003
2019 Q4	$1.24M	Hold	110,000	–	–	0.01%	570
2019 Q3	$1.06M	Buy	110,000 +10,000	+10%	+$102K	0.01%	583
2019 Q2	$1.25M	Buy	+100,000	New	+$1.45M	0.02%	568
2014 Q1	–	Sell	-112	Closed	-$1K	–	2739
2013 Q4	$1K	Hold	112	–	–	﹤0.01%	2604
2013 Q3	$6K	Sell	112 -35	-24%	-$2.42K	﹤0.01%	2342
2013 Q2	$35K	Buy	+147	New	+$8.96K	﹤0.01%	1821

Other funds holding SM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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 New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 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.