SM Energy Co
Total Trades
25
Buys
6
Sells
19
Largest Trade
$1M+
Insiders
11
Institutional Funds
279
Inst. Value
$1M+
Activist Filings
19
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Jenkins Richard A. | Senior Vice Presid… | SELL | $100K–$500K | 8K | $28.49 | Jun 18, 2025 |
| Vogel Herbert S | President & CEO | BUY | $15K–$50K | 1K | $21.32 | May 8, 2025 |
| BROOKMAN BARTON R JR | Director | BUY | $100K–$500K | 7K | $32.36 | Feb 27, 2025 |
| Vogel Herbert S | President & CEO | BUY | $15K–$50K | 1K | $33.82 | Feb 26, 2025 |
| Lytle Patrick A | VP - Chief Account… | SELL | $100K–$500K | 6K | $47.45 | Aug 28, 2024 |
| Lebeck James Barker | EVP & General Coun… | SELL | $100K–$500K | 4K | $45.43 | Aug 20, 2024 |
| ROBESON ROSE M | Director | SELL | $100K–$500K | 10K | $45.50 | Aug 20, 2024 |
| Quintana Julio M | Director | SELL | $1M+ | 44K | $42.06 | Sep 1, 2023 |
| PERU RAMIRO G | Director | SELL | $500K+ | 16K | $41.14 | Aug 31, 2023 |
| ROBESON ROSE M | Director | SELL | $1M+ | 30K | $39.65 | Aug 25, 2023 |
| Lytle Patrick A | VP - Chief Account… | SELL | $100K–$500K | 6K | $38.46 | Aug 9, 2023 |
| Vogel Herbert S | President & CEO | BUY | $15K–$50K | 1K | $25.63 | Mar 16, 2023 |
| Vogel Herbert S | President & CEO | BUY | $50K–$100K | 2K | $29.32 | Mar 10, 2023 |
| Vogel Herbert S | President & CEO | BUY | $50K–$100K | 2K | $31.07 | Mar 8, 2023 |
| Quintana Julio M | Director | SELL | $500K+ | 22K | $42.79 | Nov 22, 2022 |
| Lytle Patrick A | VP - Chief Account… | SELL | $100K–$500K | 9K | $45.61 | Sep 12, 2022 |
| Copeland David W | EVP & General Coun… | SELL | $100K–$500K | 10K | $46.23 | Sep 12, 2022 |
| Copeland David W | EVP & General Coun… | SELL | $100K–$500K | 5K | $51.23 | Jun 1, 2022 |
| Copeland David W | EVP & General Coun… | SELL | $1M+ | 40K | $44.03 | May 27, 2022 |
| Whitcomb David J. | VP - Marketing | SELL | $1M+ | 45K | $41.79 | Apr 20, 2022 |
| Whitcomb David J. | VP - Marketing | SELL | $100K–$500K | 9K | $39.45 | Mar 23, 2022 |
| Lutey Mary Ellen | SVP - Expl. | SELL | $100K–$500K | 10K | $39.22 | Mar 23, 2022 |
| Lutey Mary Ellen | SVP - Expl. | SELL | $100K–$500K | 10K | $39.97 | Mar 10, 2022 |
| Lytle Patrick A | VP - Chief Account… | SELL | $100K–$500K | 7K | $42.01 | Mar 10, 2022 |
| PERU RAMIRO G | Director | SELL | $1M+ | 30K | $40.60 | Mar 10, 2022 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 279 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| STATE STREET CORP | 6.3M | $1M+ | SH |
| DIMENSIONAL FUND ADVISORS LP | 5.3M | $1M+ | SH |
| AMERICAN CENTURY COMPANIES INC | 4.7M | $1M+ | SH |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2.9M | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 2.3M | $1M+ | SH |
| Alyeska Investment Group, L.P. | 2.3M | $1M+ | SH |
| Point72 Asset Management, L.P. | 1.4M | $1M+ | SH |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.4M | $1M+ | SH |
| Fisher Asset Management, LLC | 944K | $1M+ | SH |
| Sagefield Capital LP | 920K | $1M+ | SH |
| CIK 2056821 | 876K | $1M+ | SH |
| VICTORY CAPITAL MANAGEMENT INC | 817K | $1M+ | SH |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 785K | $1M+ | SH |
| FIRST TRUST ADVISORS LP | 747K | $1M+ | SH |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 618K | $1M+ | SH |
| TUDOR INVESTMENT CORP ET AL | 566K | $1M+ | SH |
| THOMIST CAPITAL MANAGEMENT, LP | 553K | $1M+ | SH |
| NEW YORK STATE COMMON RETIREMENT FUND | 526K | $1M+ | SH |
| PANAGORA ASSET MANAGEMENT INC | 501K | $1M+ | SH |
| LSV ASSET MANAGEMENT | 416K | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13G/A · Mar 4, 2026
14.0%
33.5M shares
SC 13G/A · Feb 6, 2026
9.5%
22.6M shares
SC 13G/A · Jan 21, 2026
4.9%
5.6M shares
SC 13G/A · Oct 31, 2025
12.1%
13.9M shares
SC 13G/A · Jul 18, 2025
14.5%
16.6M shares
SC 13G/A · Apr 30, 2025
13.3%
15.3M shares
SC 13G/A · Nov 8, 2024
15.7%
17.9M shares
Dimensional Fund Advisors LP 30-0447847
SC 13G · Oct 31, 2024
5.7%
6.5M shares
SC 13G/A · Oct 18, 2024
15.7%
17.9M shares
The Vanguard Group - 23-1945930
SC 13G/A · Feb 13, 2024
12.3%
14.3M shares
STATE STREET CORPORATION I.R.S. IDENTIFICATION NO. OF THE ABOVE PERSON 04-2456637
SC 13G/A · Jan 24, 2024
5.7%
0 shares
SC 13G/A · Jan 19, 2024
17.3%
20.2M shares
STATE STREET CORPORATION I.R.S. IDENTIFICATION NO. OF THE ABOVE PERSON 04-2456637
SC 13G/A · Feb 10, 2023
5.4%
0 shares
SC 13G/A · Jan 23, 2023
16.7%
20.6M shares
Maple Rock Capital Partners Inc.
SC 13G/A · Feb 14, 2022
0.0%
0 shares
STATE STREET CORPORATION I.R.S. IDENTIFICATION NO. OF THE ABOVE PERSON 04-2456637
SC 13G/A · Feb 12, 2022
5.1%
0 shares
SC 13G/A · Jan 27, 2022
15.8%
19.2M shares
SC 13G/A · Jan 25, 2022
15.8%
19.2M shares
The Vanguard Group - 23-1945930
SC 13G/A · Jan 10, 2022
11.4%
13.8M shares