SM Energy Company SM

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30.99 USD -5.68 (-15.49%)

Nov 4, 2026, 2:22 PM EST

30.95 Day range 34.78
17.45 52-week range 41.56
YTD
+65.72%
1 year
+65.81%

Held by funds

212 US ETFs and mutual funds hold SM · largest positions

Funds holding SM, by value held
FundValue heldWeight in fund
IJR $577.52M0.55%
NIR $423.35M0.41%
AVUV $255.49M0.78%
VTI $253.80M0.01%
IWM $249.95M0.33%
NJM $200.84M0.25%
AFTY $191.97M2.84%
VB $180.93M0.10%
XOP $122.67M2.69%
VBR $117.64M0.18%
DFSV $105.01M0.38%
FSSNX $99.45M0.29%
VXF $90.53M0.10%
IWN $87.77M0.62%
DFAT $86.06M0.27%
SPSM $86.01M0.53%
IJS $79.62M1.03%
NAJ $73.83M0.53%
NJS $64.48M0.82%
SLYV $50.81M1.01%

Ownership

Held by insiders 0.92%
Held by institutions 99.87%
Float held by institutions 100.80%
Institutions 655

Top institutional holders

Top institutional holders
Holder% heldSharesValueReported
Blackrock Inc.16.51%39,280,8181.44BJun 29, 2026
Vanguard Portfolio Management LLC6.49%15,425,423565.80MJun 29, 2026
Canada Pension Plan Investment Board6.09%14,493,791531.63MJun 29, 2026
Aristeia Capital, LLC5.47%13,000,649476.86MJun 29, 2026
State Street Corporation4.92%11,705,860429.37MJun 29, 2026
Vanguard Capital Management LLC4.48%10,657,355390.91MJun 29, 2026

Top mutual fund holders

Top mutual fund holders
Holder% heldSharesValueReported
iShares Trust-iShares Core S&P Small-Cap ETF5.96%14,169,278519.73MSep 29, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund3.20%7,604,889278.95MJun 29, 2026
American Century ETF Trust-Avantis U.S. Small Cap Value ETF2.90%6,897,830253.01MSep 29, 2026
iShares Trust-iShares Russell 2000 ETF2.66%6,329,610232.17MSep 29, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund2.31%5,500,094201.74MJun 29, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund1.46%3,483,008127.76MJun 29, 2026
SM insiders
InsiderRelationLatest transactionDateShares held
BAILO CARLA JEANDirectorStock Award(Grant)Jun 9, 2025106,830
FOX CARRIE MDirectorStock Award(Grant)Jun 21, 202698,046
KNOTT KENNETH J.OfficerConversion of Exercise of derivative securityJul 23, 2025134,235
PERU RAMIRO GDirectorStock Award(Grant)Jun 21, 202672,130
PURSELL ALAN WADEChief Financial OfficerStock GiftAug 20, 2026426,531
QUINTANA JULIO MANUELDirectorStock Award(Grant)Jun 21, 2026120,191