Sm Energy CO SM
Institutional shares held
117 Million
1.57M
calls
1.25M
puts
Total value of holdings
$3.15B
$42.4M
calls
$33.6M
puts
Market Cap
$3.31B
123,000,000
Shares Out.
Institutional ownership
95.08%
# of Institutions
436
We take great care to ensure that the data presented and summarized in this overview for SM Energy Co is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding SM
View all-
Black Rock Inc. New York, NY19.7MShares$531 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA14.8MShares$400 Million0.01% of portfolio
-
Dimensional Fund Advisors LP Austin, TX5.89MShares$159 Million0.03% of portfolio
-
State Street Corp Boston, MA5.74MShares$155 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY4.27MShares$115 Million0.01% of portfolio
-
American Century Companies Inc Kansas City, MO4.21MShares$113 Million0.06% of portfolio
-
Westwood Holdings Group Inc Dallas, TX3.73MShares$101 Million0.85% of portfolio
-
Macquarie Group LTD Australia, C33.43MShares$92.5 Million0.11% of portfolio
-
Geode Capital Management, LLC Boston, MA2.71MShares$73 Million0.0% of portfolio
-
Invesco Ltd. Atlanta, GA2.29MShares$61.7 Million0.01% of portfolio
Latest Institutional Activity in SM
Top Purchases
Top Sells
About SM
SM Energy Company, an independent energy company, engages in the acquisition, exploration, development, and production of oil, natural gas, and natural gas liquids in the state of Texas. As of February 24, 2022, it had 492.0 million barrels of oil equivalent of estimated proved reserves. It also has working interests in 825 gross productive oil wells and 483 gross productive gas wells in the Midland Basin and South Texas. The company was formerly known as St. Mary Land & Exploration Company and changed its name to SM Energy Company in May 2010. SM Energy Company was founded in 1908 and is headquartered in Denver, Colorado.
Insider Transactions at SM
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Jul 24
2025
|
Kenneth J. Knott SVP - Bus Dev & Land |
SELL
Payment of exercise price or tax liability
|
Direct |
843
-0.62%
|
$20,232
$24.71 P/Share
|
|
Jul 24
2025
|
Kenneth J. Knott SVP - Bus Dev & Land |
BUY
Exercise of conversion of derivative security
|
Direct |
3,458
+2.5%
|
-
|
|
Jul 24
2025
|
Herbert S Vogel President & CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
12,566
-2.29%
|
$301,584
$24.71 P/Share
|
|
Jul 24
2025
|
Herbert S Vogel President & CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
28,721
+4.97%
|
-
|
|
Jul 24
2025
|
A Wade Pursell EVP & CFO |
SELL
Payment of exercise price or tax liability
|
Direct |
5,005
-1.22%
|
$120,120
$24.71 P/Share
|
|
Jul 24
2025
|
A Wade Pursell EVP & CFO |
BUY
Exercise of conversion of derivative security
|
Direct |
11,436
+2.71%
|
-
|
|
Jul 24
2025
|
Patrick A Lytle Senior VP - Finance |
SELL
Payment of exercise price or tax liability
|
Direct |
557
-4.17%
|
$13,368
$24.71 P/Share
|
|
Jul 24
2025
|
Patrick A Lytle Senior VP - Finance |
BUY
Exercise of conversion of derivative security
|
Direct |
1,331
+9.06%
|
-
|
|
Jul 01
2025
|
A Wade Pursell EVP & CFO |
SELL
Payment of exercise price or tax liability
|
Direct |
12,222
-1.02%
|
$293,328
$24.71 P/Share
|
|
Jul 01
2025
|
A Wade Pursell EVP & CFO |
BUY
Exercise of conversion of derivative security
|
Direct |
31,914
+2.61%
|
-
|
|
Jul 01
2025
|
Kenneth J. Knott SVP - Bus Dev & Land |
SELL
Payment of exercise price or tax liability
|
Direct |
2,482
-0.64%
|
$59,568
$24.71 P/Share
|
|
Jul 01
2025
|
Kenneth J. Knott SVP - Bus Dev & Land |
BUY
Exercise of conversion of derivative security
|
Direct |
10,184
+2.55%
|
-
|
|
Jul 01
2025
|
Herbert S Vogel President & CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
24,276
-1.56%
|
$582,624
$24.71 P/Share
|
|
Jul 01
2025
|
Herbert S Vogel President & CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
55,479
+3.45%
|
-
|
|
Jul 01
2025
|
Alan D Bennett Vice President - Controller |
SELL
Payment of exercise price or tax liability
|
Direct |
668
-19.07%
|
$16,032
$24.71 P/Share
|
|
Jul 01
2025
|
Alan D Bennett Vice President - Controller |
BUY
Exercise of conversion of derivative security
|
Direct |
2,319
+38.22%
|
-
|
|
Jul 01
2025
|
James Barker Lebeck EVP Corp Development & GC |
SELL
Payment of exercise price or tax liability
|
Direct |
4,978
-33.79%
|
$119,472
$24.71 P/Share
|
|
Jul 01
2025
|
James Barker Lebeck EVP Corp Development & GC |
BUY
Exercise of conversion of derivative security
|
Direct |
11,376
+43.24%
|
-
|
|
Jul 01
2025
|
Patrick A Lytle Senior VP - Finance |
SELL
Payment of exercise price or tax liability
|
Direct |
2,258
-6.42%
|
$54,192
$24.71 P/Share
|
|
Jul 01
2025
|
Patrick A Lytle Senior VP - Finance |
BUY
Exercise of conversion of derivative security
|
Direct |
5,407
+13.26%
|
-
|
Last 12 Months Summary
Buy / Acquisition
298K
Shares
From
25
Insiders
| Grant, award, or other acquisition | 118K shares |
|---|---|
| Open market or private purchase | 14.5K shares |
| Other acquisition or disposition | 3.62K shares |
| Exercise of conversion of derivative security | 162K shares |
Sell / Disposition
109K
Shares
From
15
Insiders
| Payment of exercise price or tax liability | 65.9K shares |
|---|---|
| Bona fide gift | 13.9K shares |
| Open market or private sale | 28.3K shares |
| Sale (or disposition) back to the issuer | 1.19K shares |