Ticker · CUSIP 78454L100

SM

SM ENERGY CO

Energy·Oil & Gas E&P

···Share

Holders (tracked)

Combined shares

9,193,739

Combined value

$171.92M

Last close

$25.97

Quarter

2025Q4

Price is +38.9% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$25.97+3.75 (+16.89%)H $32.72 · L $17.42 · Avg Vol 3.7M

Tracked holders · last 8 quarters

+1 vs previous quarter over the last 8.

SEC event timeline

25 events

Jeremy Grantham (GMO) exited2026-02-17
−335,805 shares · 2025Q4
Position
D.E. Shaw & Co. added2026-02-17
+993,346 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) opened position2026-02-17
+566,057 shares · 2025Q4
Position
Ken Griffin (Citadel Advisors) added2026-02-17
+52,175 shares · 2025Q4
Position
Two Sigma Investments added2026-02-17
+100,748 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) added2026-02-17
+1,906,255 shares · 2025Q4
Position
Steve Cohen (Point72) trimmed2026-02-17
−403,887 shares · 2025Q4
Position
AQR Capital Management added2026-02-17
+245,422 shares · 2025Q4
Position
T. Rowe Price added2026-02-17
+6,525 shares · 2025Q4
Position
Wellington Management opened position2026-02-17
+146,315 shares · 2025Q4
Position
Ray Dalio (Bridgewater Associates) trimmed2026-02-13
−434,636 shares · 2025Q4
Position
Renaissance Technologies exited2026-02-12
−10,500 shares · 2025Q4
Position
Ken Fisher (Fisher Asset Mgmt) added2026-02-09
+47,735 shares · 2025Q4
Position
First Eagle Investment Management exited2026-02-04
−415,868 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) trimmed2025-11-14
−158,773 shares · 2025Q3
Position
Steve Cohen (Point72) opened position2025-11-14
+1,797,920 shares · 2025Q3
Position
Two Sigma Investments added2025-11-14
+90,001 shares · 2025Q3
Position
D.E. Shaw & Co. added2025-11-14
+336,111 shares · 2025Q3
Position
AQR Capital Management added2025-11-14
+71,090 shares · 2025Q3
Position
T. Rowe Price added2025-11-14
+4,179 shares · 2025Q3
Position
Renaissance Technologies trimmed2025-11-13
−198,400 shares · 2025Q3
Position
Jeremy Grantham (GMO) trimmed2025-11-13
−40,200 shares · 2025Q3
Position
Ray Dalio (Bridgewater Associates) added2025-11-13
+133,116 shares · 2025Q3
Position
First Eagle Investment Management added2025-11-12
+135,565 shares · 2025Q3
Position
Ken Fisher (Fisher Asset Mgmt) added2025-11-12
+35,031 shares · 2025Q3
Position

Insider activity

No insider transactions in the last 30 days.

View full insider history for SM →

Follow-the-investor returns

If you'd copied each holder of SM…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
D.E. Shaw & Co.	2016Q1	$18.83	+37.9%	$2.5M
D.E. Shaw & Co.	2016Q1	$18.83	+37.9%	$2.5M
Paul Tudor Jones (Tudor Investment)	2016Q1	$18.97	+36.9%	$403K
Paul Tudor Jones (Tudor Investment)	2016Q1	$18.97	+36.9%	$403K
Paul Tudor Jones (Tudor Investment)	2016Q1	$18.97	+36.9%	$403K
Ken Griffin (Citadel Advisors)	2016Q1	$21.89	+18.6%	$6.3M
Ken Griffin (Citadel Advisors)	2016Q1	$21.89	+18.6%	$6.3M
Ken Griffin (Citadel Advisors)	2016Q1	$21.89	+18.6%	$6.3M
Izzy Englander (Millennium Mgmt)	2016Q1	$22.58	+15.0%	$73.6M
AQR Capital Management	2016Q1	$24.10	+7.8%	$12.7M
Two Sigma Investments	2016Q1	$25.23	+2.9%	$6.9M
Ray Dalio (Bridgewater Associates)	2022Q3	$25.91	+0.2%	$1.2M
Steve Cohen (Point72)	2016Q2	$26.39	-1.6%	$330K
Steve Cohen (Point72)	2016Q2	$26.39	-1.6%	$330K
Wellington Management	2016Q3	$35.04	-25.9%	$3.8M
Ken Fisher (Fisher Asset Mgmt)	2024Q1	$35.20	-26.2%	$24.5M
T. Rowe Price	2016Q1	$36.75	-29.3%	$3.0M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions2

Paul Tudor Jones (Tudor Investment)
+566,057
$10.6M
Wellington Management
+146,315
$2.7M

Added to7

Izzy Englander (Millennium Mgmt)
+1,906,255
$35.6M
D.E. Shaw & Co.
+993,346
$18.6M
AQR Capital Management
+245,422
$4.6M
Two Sigma Investments
+100,748
$1.9M
Ken Griffin (Citadel Advisors)
+52,175
$976K
Ken Fisher (Fisher Asset Mgmt)
+47,735
$893K
T. Rowe Price
+6,525
$122

Trimmed2

Ray Dalio (Bridgewater Associates)
−434,636
$8.1M
Steve Cohen (Point72)
−403,887
$7.6M

Exited3

First Eagle Investment Management
−415,868
$10.4M
Jeremy Grantham (GMO)
−335,805
$8.4M
Renaissance Technologies
−10,500
$262K

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q1	16	25,429,640	$990.5M	—
2022Q2	15	26,920,171	$920.4M	-1
2022Q3	17	28,571,082	$1.07B	+2
2022Q4	15	30,120,711	$1.05B	-2
2023Q1	13	28,586,714	$805.0M	-2
2023Q2	14	30,051,347	$950.5M	+1
2023Q3	13	26,658,809	$1.06B	-1
2023Q4	12	23,867,312	$924.1M	-1
2024Q1	13	25,550,580	$1.27B	+1
2024Q2	17	25,905,824	$1.12B	+4
2024Q3	15	4,705,612	$188.1M	-2
2024Q4	18	5,330,040	$206.6M	+3
2025Q1	17	7,315,585	$219.1M	-1
2025Q2	17	5,410,096	$133.7M	—
2025Q3	16	6,469,657	$161.5M	-1
2025Q4	17	9,193,739	$171.9M	+1

Who owns SM

17 super-investors · 2025Q4

Tracked stake

9.19M

Combined value

$172M

% of shares outstanding

—

shares-out unknown

Quarter action mix

New4Added10Trim3

#	Manager	Shares	Value	% of book	Last action
1	Izzy Englander Millennium Mgmt	2.84M	$53M	0.0%	Added+1.91M
2	D.E. Shaw & Co.	1.41M	$26M	0.0%	Added+993.3K
3	Steve Cohen Point72	1.39M	$26M	0.0%	Trim−403.9K
4	Ken Fisher Fisher Asset Mgmt	944.1K	$18M	0.0%	Added+47.7K
5	Paul Tudor Jones Tudor Investment	566.1K	$11M	0.0%	New+566.1K
6	AQR Capital Management	489.1K	$9M	0.0%	Added+245.4K
7	Ken Griffin Citadel Advisors	340.0K	$6M	0.0%	Added+52.2K
8	Two Sigma Investments	265.6K	$5M	0.0%	Added+100.7K
9	Ken Griffin Citadel Advisors	257.3K	$5M	0.0%	Added+52.2K
10	Ken Griffin Citadel Advisors	241.2K	$5M	0.0%	Added+52.2K
11	Wellington Management	146.3K	$3M	0.0%	New+146.3K
12	T. Rowe Price	117.2K	$2M	0.0%	Added+6.5K
13	D.E. Shaw & Co.	97.0K	$2M	0.0%	Added+993.3K
14	Ray Dalio Bridgewater Associates	47.5K	$889K	0.0%	Trim−434.6K
15	Paul Tudor Jones Tudor Investment	15.5K	$290K	0.0%	New+566.1K
16	Steve Cohen Point72	12.7K	$237K	0.0%	Trim−403.9K
17	Paul Tudor Jones Tudor Investment	11.8K	$221K	0.0%	New+566.1K

Recent moves

20 transactions

NEWPaul Tudor Jones (Tudor Investment)
+566,057 · 2025Q4
TRIMSteve Cohen (Point72)
−403,887 · 2025Q4
SOLDJeremy Grantham (GMO)
−335,805 · 2025Q4
ADDT. Rowe Price
+6,525 · 2025Q4
ADDIzzy Englander (Millennium Mgmt)
+1,906,255 · 2025Q4
ADDKen Griffin (Citadel Advisors)
+52,175 · 2025Q4
ADDD.E. Shaw & Co.
+993,346 · 2025Q4
ADDAQR Capital Management
+245,422 · 2025Q4
ADDTwo Sigma Investments
+100,748 · 2025Q4
NEWWellington Management
+146,315 · 2025Q4
TRIMRay Dalio (Bridgewater Associates)
−434,636 · 2025Q4
SOLDRenaissance Technologies
−10,500 · 2025Q4
ADDKen Fisher (Fisher Asset Mgmt)
+47,735 · 2025Q4
SOLDFirst Eagle Investment Management
−415,868 · 2025Q4
TRIMIzzy Englander (Millennium Mgmt)
−158,773 · 2025Q3
NEWSteve Cohen (Point72)
+1,797,920 · 2025Q3
ADDTwo Sigma Investments
+90,001 · 2025Q3
ADDD.E. Shaw & Co.
+336,111 · 2025Q3
ADDT. Rowe Price
+4,179 · 2025Q3
ADDAQR Capital Management
+71,090 · 2025Q3

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