SM

Sm Energy Co

-$7.2B

Net Activity

Institutions Holding

24

Popularity Rank

#1306

Avg Weight

0.04%

Total Value

$10.8M

Ownership Trend

24 institutions currently hold SM, with 11 net buyers and 10 net sellers this quarter.

Institutional Moves

Institutional Moves (Q2 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

10

Net Buying Institutions

11

Key Holders

Key Holders

Top 5 by Value

CA
Congress Asset Management Co
$3.0M
WC
Wedge Capital Management L L P/nc
$2.6M
OL
Oliver Luxxe Assets LLC
$1.8M
FC
First Citizens Bank & Trust Co
$1.1M
MN
Moody National Bank Trust Division
$428.4K

Top 5 by Conviction

OL
Oliver Luxxe Assets LLC
0.26%
PR
Post Resch Tallon Group Inc.
0.17%
QI
Quad-Cities Investment Group, LLC
0.13%
IA
Investment Advisory Services INC /tx /adv
0.12%
IR
Investors Research Corp
0.07%
View all 24 holding institutions

Quarterly Activity

Recent Activity

+$4.9M

Total Buy Value

$24.3M

Total Sell Value

New buy2
Trim5
Add9
Sold out5

11

Net Buyers

10

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

1

Filings (14d)

Data as of 2026-07-16
2026-07-16

SM Energy Co (SM) released preliminary Q2 2026 earnings considerations, including realized prices and derivatives activity. Average oil price realized before derivatives was $96.85 per barrel, while after derivatives it dropped to $80.62. The company expects a net derivative settlement loss of about $220 million for the quarter.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

FAQ

Who are the top institutional investors holding SM ENERGY CO (SM)?
Major stakeholders currently include Congress Asset Management Co ($3.0M), Wedge Capital Management L L P/nc ($2.6M), Oliver Luxxe Assets LLC ($1.8M). Based on the latest 13F filings, there are a total of 24 tracked investment funds and institutions maintaining positions in SM.
What is the overall institutional sentiment toward SM recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $7.2B, driven by 11 managers accumulating shares while 10 reduced their exposure.
Which institutions have been selling or reducing their SM positions?
In the latest period, 5 funds trimmed their holdings, and 5 managers completely exited their positions. The aggregate reported sell value was $24.3M.
Are there any notable investors adding SM to their portfolios?
Yes, buying activity remains notable. 2 institutions opened new positions in {ticker}, and 9 existing holders added to their shares. The total reported buy value for the quarter amounted to $4.9M.

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