Wolverine Trading
SM icon

Wolverine Trading’s SM Energy SM Stock Holding History

Wolverine Trading’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
Q3 		$574K Buy
22,189
+9,027
+69% +$243K ﹤0.01% 3549
2025
Q2 		$330K Buy
13,162
+2,722
+26% +$65.9K ﹤0.01% 3380
2025
Q1 		$307K Buy
+10,440
New +$374K ﹤0.01% 3497
2021
Q1 		– Sell
-31,967
Closed -$409K – 6347
2020
Q4 		$196K Buy
+31,967
New +$108K ﹤0.01% 4240
2019
Q4 		– Sell
-22,761
Closed -$205K – 5157
2019
Q3 		$222K Sell
22,761
-2,171
-9% -$22.1K ﹤0.01% 3464
2019
Q2 		$312K Buy
24,932
+12,293
+97% +$178K ﹤0.01% 3223
2019
Q1 		$221K Buy
+12,639
New +$225K ﹤0.01% 3708
2018
Q4 		– Sell
-8,905
Closed -$206K – 5274
2018
Q3 		$281K Sell
8,905
-4,379
-33% -$126K ﹤0.01% 3817
2018
Q2 		$240K Hold
13,284
– – ﹤0.01% 4117
2018
Q1 		$240K Sell
13,284
-20,266
-60% -$438K ﹤0.01% 4117
2017
Q4 		$741K Sell
33,550
-3,846
-10% -$77.6K ﹤0.01% 2551
2017
Q3 		$663K Sell
37,396
-505
-1% -$7.89K ﹤0.01% 2305
2017
Q2 		$606K Buy
+37,901
New +$752K ﹤0.01% 2245
2017
Q1 		– Sell
-7,556
Closed -$209K – 4923
2016
Q4 		$261K Sell
7,556
-6,579
-47% -$238K ﹤0.01% 3418
2016
Q3 		$558K Sell
14,135
-7,553
-35% -$242K ﹤0.01% 2461
2016
Q2 		$602K Buy
+21,688
New +$608K ﹤0.01% 2054

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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Wolverine Trading's SM Position: Q3 2025 in Review

Wolverine Trading increased its SM Energy (SM) stake by 69% in Q3 2025, buying an estimated $243K and bringing the position to 22,189 shares worth $574K. The position accounts for ﹤0.01% of the portfolio, ranked #3549.

Wolverine Trading first reported a position in SM in Q2 2016 and has held it in 16 quarters since. The position peaked at $741K in Q4 2017. 383 funds tracked by Wall St. Rank hold SM as of Q3 2025.

  • Wolverine Trading held 22,189 shares of SM Energy worth $574K as of Q3 2025.
  • Wolverine Trading bought 9,027 SM Energy shares in Q3 2025, an estimated $243K.
  • SM Energy made up ﹤0.01% of Wolverine Trading's portfolio in Q3 2025, its #3549 holding.
  • Wolverine Trading first reported a position in SM Energy in Q2 2016 and has held it in 16 quarters since.
  • Wolverine Trading's SM Energy position peaked at $741K in Q4 2017.
  • 383 funds tracked by Wall St. Rank held SM Energy as of Q3 2025.

Based on Wolverine Trading's 13F filing for Q3 2025, filed 14 Nov 2025.