Ownership history in Edgestream Partners, L.P. · 19 quarters on record
This page tracks every 13F SEC filing in which Edgestream Partners, L.P. reported a position in SM ENERGY CO (SM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 147,769 | +9,794 | +7.1% | 0.11% | $3.7M | $24.27 |
| 2025 Q2 | ADDED | 137,975 | +89,678 | +185.7% | 0.09% | $3.4M | $23.84 |
| 2024 Q3 | ADDED | 48,297 | +12,561 | +35.1% | 0.08% | $1.9M | $37.85 |
| 2024 Q2 | REDUCED | 35,736 | -60,012 | -62.7% | 0.07% | $1.5M | $40.78 |
| 2024 Q1 | ADDED | 95,748 | +39,590 | +70.5% | 0.24% | $4.8M | $46.86 |
| 2023 Q3 | ADDED | 56,158 | +20,089 | +55.7% | 0.18% | $2.2M | $36.95 |
| 2023 Q2 | REDUCED | 36,069 | -7,014 | -16.3% | 0.10% | $1.1M | $29.35 |
| 2022 Q3 | REDUCED | 43,083 | -186,226 | -81.2% | 0.13% | $1.6M | $34.45 |
| 2022 Q2 | REDUCED | 229,309 | -105,026 | -31.4% | 0.62% | $7.8M | $31.31 |
| 2022 Q1 | ADDED | 334,335 | +38,875 | +13.2% | 1.04% | $13.0M | $35.66 |
As of 2025 Q4 — sorted by position size