SM Energy Company SM

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31.06 USD -5.61 (-15.30%)

At closeNov 4, 2026, 7:34 PM EST

31.06 0.00 0.00%

After hours · Nov 4, 7:34 PM ET

30.79 Day range 34.78
17.45 52-week range 41.56
YTD
+66.10%
1 year
+66.19%

Held by funds

210 US ETFs and mutual funds hold SM · largest positions

Funds holding SM, by value held
FundValue heldWeight in fund
IJR $526.50M0.50%
NIR $423.35M0.41%
AVUV $255.49M0.78%
VTI $253.80M0.01%
IWM $229.17M0.30%
NJM $200.84M0.25%
AFTY $191.97M2.84%
VB $180.93M0.10%
VBR $117.64M0.18%
XOP $110.42M2.60%
FSSNX $99.45M0.29%
DFSV $97.35M0.35%
VXF $90.53M0.10%
SPSM $80.26M0.50%
DFAT $79.79M0.25%
IWN $79.71M0.57%
NAJ $73.83M0.53%
IJS $72.24M0.94%
NJS $64.48M0.82%
VTWO $47.91M0.27%

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%39,280,8181.22BJun 29, 2026
Vanguard Portfolio Management LLC6.49%15,425,423479.11MJun 29, 2026
Canada Pension Plan Investment Board6.09%14,493,791450.18MJun 29, 2026
Aristeia Capital, LLC5.47%13,000,649403.80MJun 29, 2026
State Street Corporation4.92%11,705,860363.58MJun 29, 2026
Vanguard Capital Management LLC4.48%10,657,355331.02MJun 29, 2026

Top mutual fund holders

Top mutual fund holders
Holder% heldSharesValueReported
iShares Trust-iShares Core S&P Small-Cap ETF5.96%14,169,278440.10MSep 29, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund3.20%7,604,889236.21MJun 29, 2026
American Century ETF Trust-Avantis U.S. Small Cap Value ETF2.90%6,897,830214.25MSep 29, 2026
iShares Trust-iShares Russell 2000 ETF2.66%6,329,610196.60MSep 29, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund2.31%5,500,094170.83MJun 29, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund1.46%3,483,008108.18MJun 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