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MFS Investment Management position in SM
SM ENERGY COMPANY · Energy
Latest position (Q2 2026)136.75K sh
Reported value held$3.57M
Portfolio Weight0.00%
First reportedQ4 2024
Last changeHold
Quarter by quarter
| Quarter | Shares | Value | Change |
|---|---|---|---|
| Q4 2024 | 54.37K | $2.11M | New |
| Q1 2025 | 72.80K | $2.18M | Add |
| Q2 2025 | 73.71K | $1.82M | Add |
| Q3 2025 | 78.89K | $1.97M | Add |
| Q4 2025 | 76.37K | $1.43M | Reduce |
| Q1 2026 | 137.16K | $4.28M | Add |
| Q2 2026 | 136.75K | $3.57M | Hold |
Dots on the line are colored by change type; missing quarters mean no position was reported.
Other funds holding SM
- BlackRock Inc 39.28M sh · $1.03B · Q2 2026
- CPP Investments 14.49M sh · $378.29M · Q2 2026
- Vanguard Group 13.52M sh · $252.83M · Q4 2025
- Geode Capital Management 6.27M sh · $163.68M · Q2 2026
- Millennium Management 4.49M sh · $117.28M · Q2 2026
- Fidelity Management & Research (FMR) 3.80M sh · $99.13M · Q2 2026
- JPMorgan Chase & Co 3.53M sh · $92.69M · Q2 2026
- Morgan Stanley 2.94M sh · $76.83M · Q2 2026
- Charles Schwab Investment Management 2.89M sh · $75.51M · Q2 2026
- Northern Trust Corp 2.79M sh · $72.73M · Q2 2026
- Invesco Ltd 2.43M sh · $63.46M · Q2 2026
- Goldman Sachs Group 1.92M sh · $50.04M · Q2 2026