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SM SM ENERGY COMPANY

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Stock (common), issuer CIK 893538

417 managers (426 13F filers) reported a position in SM shares at 2024-12-31, 115,186,871 shares in all. 52 filers opened a position and 58 filers sold out during the quarter.

Managers
417
13F filers
426
New
52
Added
145
Reduced
162
Sold out
58
Shares held by filers
115,186,871

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
PICTON MAHONEY ASSET MANAGEMENT29$1K<0.01%013F-HR/ATimeline
SJS Investment Consulting Inc.25$969<0.01%013F-HRTimeline
Private Wealth Management Group, LLC22$853<0.01%-15213F-HRTimeline
SBI Securities Co., Ltd.21$814<0.01%13F-HRTimeline
Prestige Wealth Management Group LLC17$659<0.01%013F-HR/ATimeline
Concord Wealth Partnersin group Concord Wealth Partners16$620<0.01%013F-HRTimelineGroup
Provenance Wealth Advisors, LLC14$543<0.01%013F-HRTimeline
Cornerstone Planning Group LLC8$318<0.01%new13F-HRTimeline
Abound Wealth Management8$311<0.01%013F-HRTimeline
Global Financial Private Client, LLC8$310<0.01%new13F-HRTimeline
Transce3nd, LLC7$271<0.01%13F-HRTimeline
WealthTrak Capital Management LLC5$194<0.01%13F-HRTimeline
Avior Wealth Management, LLC5$193<0.01%-8213F-HRTimeline
MV CAPITAL MANAGEMENT, INC.3$117<0.01%+213F-HRTimeline
TFC Financial Management, Inc.1$39<0.01%013F-HRTimeline
Activest Wealth Management1$39<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC2$00%new13F-HRTimelineValue filed as zero, left out of ratios.