SM

Sm Energy Co

Latest period2024 - Q4Total superinvestors35

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 35 superinvestors own shares of Sm Energy Co (SM), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Sm Energy Co (SM), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Sm Energy Co (SM) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Sm Energy Co (SM) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Bradley W Horstmann@Wedge Capital Management L L P Nc
Recent Activity
Decreased -0.02%
0.4%
$21.715M
560,244 shares@ 38.76 avg price
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
Increased 3.32%
0.84%
$15.141M
349,268 shares@ 43.35 avg price
Dr. Dr. Heimo Ploessnig@Assenagon Asset Management S.a.
Recent Activity
Decreased -75.98%
0.02%
$7.614M
196,441 shares@ 38.76 avg price
Richard M. Dolson@Nisa Investment Advisors, Llc
Recent Activity
Increased 1.29%
0.02%
$3.277M
84,538 shares@ 38.77 avg price
Camille Mobley@Insight Wealth Strategies, Llc
Recent Activity
Increased 5.81%
0.27%
$1.98M
51,084 shares@ 38.76 avg price
Julie Gerron@Sendero Wealth Management, Llc
Recent Activity
0.27%
$1.783M
46,008 shares@ 38.77 avg price
Ashleigh Swayze@Radnor Capital Management, Llc
Recent Activity
New Position
0.18%
$1.051M
27,125 shares@ 38.75 avg price
Terry M. Stanford@Diversified Trust Co
Recent Activity
Increased 16.54%
0.03%
$844,037
21,776 shares@ 38.76 avg price
Eric Dahm@Range Financial Group Llc
Recent Activity
New Position
0.39%
$833,146
21,495 shares@ 38.76 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -7.23%
0.01%
$804,000
20,740 shares@ 38.77 avg price