Ray Dalio's SM Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 47,514 shares of SM Energy Company (SM) worth $888,512, representing 0.00% of the portfolio. First purchased in 2014-Q3, this medium-term investment has been held for 15 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in SM, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 313,165 shares. Largest reduction occurred in Q4 2025, reducing 434,636 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's SM Energy Company (SM) Holding Value Over Time
Track share changes against reported price movement
Quarterly SM Energy Company (SM) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -434,636 | Reduce 90.15% | 47,514 | $18.70 |
| Q3 2025 | +133,116 | Add 38.14% | 482,150 | $24.97 |
| Q2 2025 | +313,165 | Add 873.08% | 349,034 | $24.71 |
| Q1 2025 | -267,535 | Reduce 88.18% | 35,869 | $29.95 |
| Q4 2024 | -180,715 | Reduce 37.33% | 303,404 | $38.76 |
| Q3 2024 | +279,417 | Add 136.50% | 484,119 | $39.97 |
| Q2 2024 | +204,702 | New Buy | 204,702 | $43.23 |
| Q4 2023 | -141,268 | Sold Out | 0 | $0.00 |
| Q3 2023 | +141,268 | New Buy | 141,268 | $39.65 |
| Q4 2022 | -91,399 | Sold Out | 0 | $0.00 |
| Q3 2022 | +91,399 | New Buy | 91,399 | $37.62 |
| Q2 2015 | -4,157 | Sold Out | 0 | $0.00 |
| Q1 2015 | +4,157 | New Buy | 4,157 | $51.72 |
| Q4 2014 | -18,483 | Sold Out | 0 | $0.00 |
| Q3 2014 | +18,483 | New Buy | 18,483 | $78.02 |
Ray Dalio's SM Energy Company Investment FAQs
Ray Dalio first purchased SM Energy Company (SM) in Q3 2014, acquiring 18,483 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held SM Energy Company (SM) for 15 quarters since Q3 2014.
Ray Dalio's largest addition to SM Energy Company (SM) was in Q2 2025, adding 349,034 shares worth $8.62 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 47,514 shares of SM Energy Company (SM), valued at approximately $888,512.
As of the Q4 2025 filing, SM Energy Company (SM) represents approximately 0.00% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in SM Energy Company (SM) was 484,119 shares, as reported at the end of Q3 2024.