SM Energy Co

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SM Energy Co
TickerSM
CIK #0000893538
CUSIP78454L100
SectorEnergy & Transportation - Crude Petroleum & Natural Gas
Address1775 Sherman Street Suite 1200, Denver, CO 80203
Source [EDGAR]
CIK Filing 2011 - 2026
[0000893538] 10-K
[0000893538] 10-Q
[0000893538] 3
[0000893538] 4
[0000893538] 5
[0000893538] 8-K
[0000893538] SC 13D
[0000893538] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Canada Pension Plan Investment Board SM Energy Co [2026-05-15] 0.0
Vanguard Capital Management LLC SM Energy Co [2026-04-30] 0.0
Vanguard Portfolio Management LLC SM Energy Co [2026-04-29] 0.0
Dimensional Fund Advisors LP SM Energy Co [2024-10-31] 5.7
Maple Rock Capital Partners Inc SM Energy Co [2021-02-16] 7.78
State Street Corp SM Energy Co [2021-02-10] 5.47
State Street Corp SM Energy Co [2020-02-14] 7.07
Encap Energy Capital Fund IX LP SM Energy Co [2019-10-30] 5.3
State Street Corp SM Energy Co [2019-02-13] 5.1
Key Group Holdings Cayman Ltd SM Energy Co [2019-02-13] 5.3
Dimensional Fund Advisors LP SM Energy Co [2018-02-09] 5.88
Integrated Core Strategies US LLC SM Energy Co [2017-10-03] 3.1
Encap Energy Capital Fund IX LP SM Energy Co [2016-12-21] 0.3
Integrated Core Strategies US LLC SM Energy Co [2016-10-25] 3.0
Capital Research Global Investors SM Energy Co [2016-02-16] 9.9
Key Group Holdings Cayman Ltd SM Energy Co [2016-02-16] 5.9
Causeway Capital Management LLC SM Energy Co [2016-02-16] 5.64
FMR LLC SM Energy Co [2015-09-10] 0.0
Artisan Partners Limited Partnership SM Energy Co [2015-01-30] 6.3
Vanguard Group Inc SM Energy Co [2014-02-11] 5.75
SAC Capital Advisors LP SM Energy Co [2013-03-13] 4.2
Form 3/4/5 Filer 2011 - 2026
SM Energy Co
McKenna Blake Douglas
Pursell A Wade
Bennett Alan D
McDonald Elizabeth Anne
Lebeck James Barker
Quintana Julio M
Robeson Rose M
Peru Ramiro G
Willard Howard A
Fox Carrie M
van Kempen Wouter T
Clark Morris R
Brookman Barton R Jr
Helms Lloyd W Jr
Venkatraman Ashwin
Vogel Herbert S
Knott Kenneth J
Lytle Patrick A
Jenkins Richard A
Sullivan William D
Bailo Carla Jean
Powers Anita M
Lutey Mary Ellen
Gray Julie
Brand Stephen R
Copeland David W
Whitcomb David J
Newton Lehman E III
Ottoson Javan D
Bickle Larry W
Leiker Loren M
Solomon Mark T
Mueller Mark D
Leyendecker Gregory T
Gardiner William J
Seidl John M
Zubieta Dennis A
Best Anthony James
Baumann Barbara M
Veatch Paul M
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Pursell A Wade
Common Stock, $.01 Par Value
2026-03-12 Gift 7,500 $0.00
van Kempen Wouter T
Common Stock, $.01 Par Value
2026-02-05 Tax withheld 75,217 $18.87 1,419,345
Lebeck James Barker
Common Stock, $.01 Par Value
2026-01-23 Tax withheld 6,791 $18.75 127,331
Lebeck James Barker
Common Stock, $.01 Par Value
2026-01-23 Option exercise 14,698
Pursell A Wade
Common Stock, $.01 Par Value
2025-12-31 Other 184 $15.96 2,937
Common Stock, $.01 Par Value
2025-09-09 Option exercise 9,690
Common Stock, $.01 Par Value
2025-09-09 Tax withheld 4,240 $26.71 113,250
McKenna Blake Douglas
Restricted Stock Units · derivative
2025-07-25 Grant 12,481 $0.00
Lebeck James Barker
Restricted Stock Units · derivative
2025-07-25 Grant 32,642 $0.00
Jenkins Richard A
Restricted Stock Units · derivative
2025-07-25 Grant 12,481 $0.00
Bennett Alan D
Restricted Stock Units · derivative
2025-07-25 Grant 5,760 $0.00
Vogel Herbert S
Restricted Stock Units · derivative
2025-07-25 Grant 84,485 $0.00
McDonald Elizabeth Anne
Restricted Stock Units · derivative
2025-07-25 Grant 44,163 $0.00
Pursell A Wade
Restricted Stock Units · derivative
2025-07-25 Grant 48,003 $0.00
Lytle Patrick A
Restricted Stock Units · derivative
2025-07-25 Grant 10,561 $0.00
Knott Kenneth J
Restricted Stock Units · derivative
2025-07-25 Grant 15,361 $0.00
Knott Kenneth J
Common Stock, $.01 Par Value
2025-07-24 Option exercise 3,458
Lytle Patrick A
Common Stock, $.01 Par Value
2025-07-24 Tax withheld 557 $24.71 13,763
Vogel Herbert S
Common Stock, $.01 Par Value
2025-07-24 Tax withheld 12,566 $24.71 310,506
Pursell A Wade
Common Stock, $.01 Par Value
2025-07-24 Option exercise 11,436
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 517 229,882,677
2025-12-31 345 113,185,831
2025-09-30 386 122,364,098
2025-06-30 375 116,416,211
2025-03-31 413 117,899,941
2024-12-31 430 118,324,425
2024-09-30 424 121,823,389
2024-06-30 425 114,611,345
2024-03-31 394 113,806,176
2023-12-31 375 107,790,685
2023-09-30 373 103,038,169
2023-06-30 310 105,639,169
Form 13F Holdings
Firm Period DFND Voting Shares
Moody Aldrich Partners LLC [2026-06-30] SOLE 69,624 159,611
Alaska Retirement Management Board [2026-06-30] SOLE 145,237 145,237
Y-Intercept Hong Kong Ltd [2026-06-30] SOLE 116,096 116,096
Peregrine Capital Management LLC [2026-06-30] SOLE 71,913 115,501
Congress Asset Management Co [2026-06-30] SOLE 100,045 113,445
Louisiana State Employees Retirement System [2026-06-30] SOLE 100,300 100,300
Wedge Capital Management L L P/NC [2026-06-30] SOLE 81,430 98,899
Oliver Luxxe Assets LLC [2026-06-30] SOLE 0 68,050
Yousif Capital Management LLC [2026-06-30] SOLE 15,116 66,375
Sequoia Financial Advisors LLC [2026-06-30] SOLE 0 57,623
Commonwealth of Pennsylvania Public School Empls Retrmt SYS [2026-06-30] SOLE 54,010 54,010
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 1,019 44,973
First Citizens Bank & Trust Co [2026-06-30] SOLE 41,303 41,303
Envestnet Portfolio Solutions Inc [2026-06-30] SOLE 40,675 40,675
Sierra Summit Advisors LLC [2026-06-30] SOLE 0 36,957
Waldron Private Wealth LLC [2026-06-30] SOLE 0 36,351
Diversified Trust Co [2026-06-30] SOLE 0 36,298
Burns Matteson Capital Management LLC [2026-06-30] SOLE 18,628 18,628
IFP Advisors LLC [2026-06-30] SOLE 18,006 18,006
Moody National Bank Trust Division [2026-06-30] DFND 1,414 16,414
Abacus Planning Group Inc [2026-06-30] SOLE 0 16,311
Investors Research Corp [2026-06-30] SOLE 0 15,618
Investment Advisory Services Inc /TX /ADV [2026-06-30] SOLE 15,417 15,417
Gallacher Capital Management LLC [2026-06-30] SOLE 0 14,866
Formidable Asset Management LLC [2026-06-30] SOLE 14,560 14,560
Quad-Cities Investment Group LLC [2026-06-30] SOLE 0 13,777
Range Financial Group LLC [2026-06-30] SOLE 0 11,879
Gamma Investing LLC [2026-06-30] DFND 10,108 10,108
Davenport & Company LLC [2026-06-30] SOLE 9,897 9,897
Seelaus Asset Management LLC [2026-06-30] SOLE 9,843 9,843
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