§ ENERGY
USD · EnergySM
SM ENERGY CO
USDSector · EnergyBeta · 0.84
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
284 increased/new, 158 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 11.3 | P/B | 0.45 |
| EPS (TTM) | 5.63 | Dividend | 2.69% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 38.4M | 0.0% | +84% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 15.2M | n/a | n/a |
| CANADA PENSION PLAN INVESTMENT BOARD | 14.5M | 0.3% | +2296% |
| State Street | 12.5M | 0.0% | +100% |
| ARISTEIA CAPITAL, L.L.C. | 10.8M | 7.0% | +2956% |
| VANGUARD CAPITAL MANAGEMENT LLC | 10.5M | n/a | n/a |
◇ AC INTELLIGENCE
Top institutional owners for SM as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER40.7% · 389 holders
PASSIVE / INDEX21.4% · 10 holders
QUALITY / COMPOUNDER19.9% · 26 holders
DEALER / BANK13.6% · 44 holders
TACTICAL / MACRO2.8% · 5 holders
INCOME / DEFENSIVE2.0% · 25 holders
SYSTEMATIC / QUANT1.4% · 12 holders
DEEP VALUE0.3% · 3 holders
GROWTH / MOMENTUM0.1% · 1 holder
ACTIVIST0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SM in the last 180 days.