SM ENERGY COMPANY

$SM
13F holders
493
Net 13F flow · Q
Insider buys · 90d
0
Insider net · 90d
Congress · 90d
0
Convergence

Institutional holders

Top 10 of 493 · Source: 13F-HR
01
Laird Norton Wetherby Wealth Management, LLC
02
Axa S.a.
03
Signature Estate & Investment Advisors LLC
04
TB Capital Gestao de Recursos Ltda.
05
Massachusetts Institute of Technology
06
Money Concepts Capital Corp.
07
Bahl & Gaynor Inc.
08
State Street
09
Evergreen Capital Management LLC
10
Brightline Capital Management, LLC

Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

See all 493 13F holders · Pro →

Smart Money · top-200 alpha cohort

12 holders · Q1 2026

$SM is held by 12 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.84%, with an average of 0.09% of portfolio. Largest holder: Oxford Asset Management LLP at 0.84%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Insider activity · last 90 days

7 transactions · 4 filers
17 Jun 2025
Jenkins Richard A.
▼ SOLD
7,726
$28.49
S
06 May 2025
Vogel Herbert S
▲ BOUGHT
1,000
$21.32
P
04 Mar 2025
Peru Ramiro G
▲ BOUGHT
5,000
$28.72
P
03 Mar 2025
Vogel Herbert S
▲ BOUGHT
500
$29.67
P
26 Feb 2025
Brookman Barton R Jr
▲ BOUGHT
7,000
$32.36
P
25 Feb 2025
Vogel Herbert S
▲ BOUGHT
500
$33.66
P
24 Feb 2025
Vogel Herbert S
▲ BOUGHT
500
$33.98
P

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $SM in the recent window.

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence detection for $SM lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $SM — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 09:34 UTC.