| Investor | Value | Of portfolio | Shares | Change | Quarter |
|---|---|---|---|---|---|
| Bridgewater Associates · Ray Dalio | $6.9M | 0.03% | 265.02K | New | Q2 2026 |
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a SM trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Date | Insider | Transaction | Shares | Value |
|---|---|---|---|---|
| Sep 9, 2026 | Venkatraman AshwinDirector | Sale at price 38.28 per share. | 3.6K | $139.72K |
| Aug 20, 2026 | Lebeck James BarkerGeneral Counsel | Sale at price 37.02 per share. | 17.5K | $647.85K |
| Aug 20, 2026 | Pursell Alan WadeChief Financial Officer | Stock Gift at price 0.00 per share. | 5K | — |
| Jul 23, 2026 | Lebeck James BarkerGeneral Counsel | — | 7.5K | — |
| Jul 23, 2026 | Pursell Alan WadeChief Financial Officer | — | 16.9K | — |
| Jun 30, 2026 | Mcdonald Elizabeth AnneChief Executive Officer | — | 24.4K | — |
| Jun 30, 2026 | Lebeck James BarkerGeneral Counsel | — | 22.3K | — |
| Jun 30, 2026 | Bennett Alan DOfficer | — | 3.5K | — |
| Jun 30, 2026 | Mckenna Blake DouglasChief Operating Officer | — | 4.2K | — |
| Jun 30, 2026 | Pursell Alan WadeChief Financial Officer | — | 37.4K | — |
| Jun 21, 2026 | Quintana Julio ManuelDirector | Stock Award(Grant) at price 0.00 per share. | 10.4K | — |
| Jun 21, 2026 | Willard Howard A IiiDirector | Stock Award(Grant) at price 0.00 per share. | 9K | — |
| Jun 21, 2026 | Van Kempen Wouter TDirector | Stock Award(Grant) at price 0.00 per share. | 6.2K | — |
| Jun 21, 2026 | Helms Lloyd W JrDirector | Stock Award(Grant) at price 0.00 per share. | 9K | — |
| Jun 21, 2026 | Clark Morris R. J.D.Director | Stock Award(Grant) at price 0.00 per share. | 6.2K | — |
| Jun 21, 2026 | Fox Carrie MDirector | Stock Award(Grant) at price 0.00 per share. | 9K | — |
| Jun 21, 2026 | Venkatraman AshwinDirector | Stock Award(Grant) at price 0.00 per share. | 6.2K | — |
| Jun 21, 2026 | Robeson Rose MDirector | Stock Award(Grant) at price 0.00 per share. | 6.2K | — |
| Jun 21, 2026 | Brookman Barton R JrDirector | Stock Award(Grant) at price 0.00 per share. | 9K | — |
| Jun 21, 2026 | Peru Ramiro GDirector | Stock Award(Grant) at price 0.00 per share. | 6.2K | — |
SM Energy Company, an independent energy company, engages in the acquisition, exploration, development, and production of oil, gas, and natural gas liquids in the United States. The company holds working interests in oil and gas producing wells in the Midland Basin, South Texas, Uinta Basin, and DJ Basin. 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.
Buy / hold / sell counts
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.1 | 18.8 | 34.8 | -0.5 | -1.0 | -15.0 | 24.6 | 14.3 | -9.1 | 13.3 | +104.7% | ||
| 2025 | -2.1 | -13.8 | -8.4 | -23.9 | 2.8 | 5.5 | 11.7 | 3.5 | -12.5 | -16.3 | -8.8 | -1.8 | −51.8% |
| 2024 | -4.2 | 18.0 | 13.9 | -2.7 | 4.0 | -14.3 | 6.9 | -1.2 | -12.4 | 5.0 | 7.7 | -14.2 | +0.1% |
| 2023 | -5.6 | -10.2 | -4.6 | -0.3 | -6.4 | 20.3 | 14.7 | 16.6 | -6.3 | 1.7 | -7.1 | 3.4 | +11.2% |
| 2022 | 11.3 | 8.2 | 9.7 | -8.8 | 35.9 | -29.2 | 20.7 | 6.8 | -14.7 | 19.6 | -4.2 | -19.2 | +18.1% |
| 2021 | 37.1 | 65.2 | 18.1 | -3.5 | 25.9 | 23.8 | -24.1 | 2.1 | 38.1 | 30.1 | -15.5 | 1.7 | +381.7% |
| 2020 | -18.3 | -28.4 | -81.4 | 232.0 | -13.1 | 6.5 | -21.3 | -17.6 | -34.6 | 1.3 | 162.7 | 44.7 | −45.6% |
| 2019 | 26.7 | -16.7 | 7.0 | -8.9 | -27.0 | 7.7 | -20.4 | -4.9 | 2.2 | -19.1 | 6.0 | 35.3 | −27.4% |
| 2018 | 5.8 | -21.5 | -1.7 | 32.8 | 9.4 | -1.9 | 7.1 | 9.4 | 4.8 | -22.8 | -16.2 | -24.1 | −29.9% |
| 2017 | -11.5 | -19.2 | -2.6 | -6.0 | -24.9 | -2.6 | 5.2 | -23.2 | 32.8 | 20.2 | -3.2 | 7.0 | −36.0% |
| 2016 | -28.9 | -35.3 | 107.3 | 66.3 | 1.2 | -14.3 | 0.5 | 39.6 | 1.8 | -12.8 | 18.5 | -13.5 | +75.4% |
| 2015 | -2.0 | 28.3 | 6.5 | 12.2 | -9.7 | -11.9 | -19.6 | -1.0 | -12.7 | 4.1 | -11.9 | -33.1 | −49.0% |
| 2014 | -0.4 | -10.9 | -3.3 | 4.0 | 2.3 | 10.9 | -6.6 | 13.4 | -12.4 | -27.8 | -22.8 | -11.2 | −53.6% |
| 2013 | 11.4 | -0.5 | 2.3 | 3.0 | -0.6 | -1.1 | 14.6 | -0.6 | 13.0 | 14.8 | -0.5 | -5.7 | +59.2% |
| 2012 | -0.7 | 8.5 | -10.1 | -6.6 | -18.2 | -9.2 | -4.1 | 0.3 | 14.6 | -0.4 | -7.8 | 5.1 | −28.6% |
| 2011 | 5.5 | 16.6 | 2.4 | 2.3 | -12.4 | 10.5 | 2.5 | 1.5 | -20.7 | 36.7 | -4.1 | -8.0 | +24.0% |
| 2010 | -6.4 | 1.7 | 6.8 | 15.6 | 7.5 | -7.1 | 3.1 | -8.3 | -1.4 | 11.3 | 19.2 | 18.6 | +72.1% |
| 2009 | -4.7 | -29.8 | -2.6 | 35.1 | 21.2 | -3.6 | 14.4 | 10.2 | 23.4 | 5.1 | -5.0 | 5.7 | +68.6% |
| 2008 | -8.8 | 4.7 | 4.4 | 13.6 | 16.6 | 26.8 | -34.2 | -0.8 | -15.6 | -30.2 | -19.2 | 1.0 | −47.4% |
| 2007 | -2.3 | 0.1 | 1.9 | -0.2 | 2.0 | -2.0 | -9.1 | 0.2 | 7.0 | 18.8 | -7.2 | -1.8 | +4.8% |