SM Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 1.50%

Insider Buying (Last 12 Months): $226,520.00

Insider Selling (Last 12 Months): $804,480.00

SM Energy Insider Trading History Chart

SM Energy Share Price & Price History

^$23.63

▲ +0.15 (0.64%)

As of 04/28/2025 04:59 PM ET

Days: 30 | 90 | 365

SM Energy Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
2/26/2025	Barton Brookman Brookman Jr	Director	Buy	7,000	$32.36	$226,520.00	14,666
5/21/2024	Kenneth J. Knott	SVP	Sell	16,000	$50.28	$804,480.00	114,495
8/29/2023	Ramiro G. Peru	Director	Sell	15,670	$41.14	$644,663.80	73,685
8/23/2023	Rose M. Robeson	Director	Sell	30,000	$39.65	$1,189,500.00	39,531
8/7/2023	Patrick A. Lytle	CAO	Sell	6,494	$38.46	$249,759.24	10,098
3/15/2023	Herbert S. Vogel	CEO	Buy	1,000	$25.63	$25,630.00	406,063
3/8/2023	Herbert S. Vogel	CEO	Buy	1,000	$29.48	$29,480.00	404,063
3/6/2023	Herbert S. Vogel	CEO	Buy	1,000	$31.35	$31,350.00	402,063
10/21/2022	Julio M. Quintana	Director	Sell	22,300	$42.79	$954,217.00	121,944
9/9/2022	David W. Copeland	EVP	Sell	10,000	$46.23	$462,300.00	228,543
9/9/2022	Patrick A. Lytle	CAO	Sell	8,658	$45.61	$394,891.38	12,463
5/31/2022	David W. Copeland	EVP	Sell	5,000	$51.23	$256,150.00	188,722
5/25/2022	David W. Copeland	EVP	Sell	20,000	$43.00	$860,000.00	213,722

See Full Table

SEC Filings (Institutional Ownership Changes) for SM Energy (NYSE:SM)

94.56% of SM Energy stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

SM Energy Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/28/2025	Principal Financial Group Inc.	653,705	$19.58M	0.0%	+2.8%	0.571%
4/28/2025	Oregon Public Employees Retirement Fund	26,251	$0.79M	0.0%	-2.6%	0.023%
4/28/2025	Meritage Portfolio Management	12,364	$0.37M	0.0%	-4.0%	0.011%
4/28/2025	Teacher Retirement System of Texas	58,415	$1.75M	0.0%	-52.3%	0.051%
4/28/2025	Miller Howard Investments Inc. NY	46,039	$1.38M	0.0%	+11.9%	0.040%
4/28/2025	Sippican Capital Advisors	15,625	$0.47M	0.4%	-4.3%	0.014%
4/25/2025	Peregrine Capital Management LLC	162,849	$4.88M	0.2%	+31.7%	0.142%
4/25/2025	New York State Teachers Retirement System	175,061	$5.24M	0.0%	-6.1%	0.153%
4/25/2025	Amalgamated Bank	32,580	$0.98M	0.0%	-2.8%	0.028%
4/24/2025	Allspring Global Investments Holdings LLC	161,825	$4.82M	0.0%	-70.4%	0.141%
4/24/2025	Illinois Municipal Retirement Fund	101,173	$3.03M	0.0%	-3.8%	0.088%
4/24/2025	Diversified Trust Co	28,704	$0.86M	0.0%	+31.8%	0.025%
4/21/2025	State of Alaska Department of Revenue	63,398	$1.90M	0.0%	-2.6%	0.055%
4/17/2025	Janney Montgomery Scott LLC	21,258	$0.64M	0.0%	+2.5%	0.019%
4/17/2025	Trust Point Inc.	14,138	$0.42M	0.0%	-38.0%	0.012%
4/17/2025	Exchange Traded Concepts LLC	37,095	$1.11M	0.0%	+49.4%	0.032%
4/16/2025	Byrne Asset Management LLC	1,473	$44K	0.0%	+172.8%	0.001%
4/15/2025	CX Institutional	4,330	$0.13M	0.0%	-79.0%	0.004%
4/15/2025	SG Americas Securities LLC	17,723	$0.53M	0.0%	+122.3%	0.015%
4/15/2025	GAMMA Investing LLC	4,689	$0.14M	0.0%	-13.6%	0.004%
4/14/2025	Yousif Capital Management LLC	44,701	$1.34M	0.0%	-1.0%	0.039%
4/14/2025	Harbor Capital Advisors Inc.	1,520	$46K	0.0%	+80.7%	0.001%
4/14/2025	Farther Finance Advisors LLC	910	$27K	0.0%	-40.6%	0.001%
4/14/2025	Range Financial Group LLC	25,119	$0.75M	0.3%	+16.9%	0.022%
4/14/2025	Wedge Capital Management L L P NC	582,370	$17.44M	0.3%	+3.9%	0.509%
4/11/2025	Congress Asset Management Co.	1,259,627	$37.73M	0.3%	+15.8%	1.100%
4/11/2025	Radnor Capital Management LLC	22,325	$0.67M	0.1%	-17.7%	0.020%
4/11/2025	Vest Financial LLC	52,621	$1.58M	0.0%	-20.4%	0.046%
4/10/2025	Portside Wealth Group LLC	5,482	$0.16M	0.0%	N/A	0.005%
4/8/2025	Rhumbline Advisers	402,867	$12.07M	0.0%	+2.3%	0.352%
4/8/2025	Parallel Advisors LLC	1,119	$34K	0.0%	+200.8%	0.001%
4/7/2025	Summit Global Investments	21,799	$0.65M	0.0%	+90.5%	0.019%
4/7/2025	GAMMA Investing LLC	140,436	$4.21M	0.0%	+2,488.2%	0.123%
4/4/2025	Moody National Bank Trust Division	15,534	$0.47M	0.0%	+3.6%	0.014%
4/3/2025	Insight Wealth Strategies LLC	82,108	$2.46M	0.3%	+60.7%	0.072%
4/1/2025	Stonehearth Capital Management LLC	8,016	$0.24M	0.1%	+22.8%	0.007%
3/18/2025	California State Teachers Retirement System	107,015	$4.15M	0.0%	-2.4%	0.093%
3/18/2025	111 Capital	7,238	$0.28M	0.1%	N/A	0.006%
2/20/2025	Mackenzie Financial Corp	417,746	$16.19M	0.0%	-5.5%	0.365%
2/19/2025	GF Fund Management CO. LTD.	34,913	$1.35M	0.0%	N/A	0.031%
2/19/2025	Public Employees Retirement System of Ohio	97,424	$3.78M	0.0%	+10.3%	0.085%
2/18/2025	Neo Ivy Capital Management	84,933	$3.29M	0.7%	+42.9%	0.074%
2/18/2025	GTS Securities LLC	26,874	$1.04M	0.1%	+11.5%	0.023%
2/18/2025	CSS LLC IL	33,671	$1.31M	0.1%	-27.3%	0.029%
2/17/2025	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	371,803	$14.41M	0.0%	-11.9%	0.325%
2/17/2025	Voloridge Investment Management LLC	1,174,731	$45.53M	0.2%	-17.6%	1.027%
2/17/2025	Vident Advisory LLC	16,505	$0.64M	0.0%	-8.4%	0.014%
2/17/2025	Westwood Holdings Group Inc.	2,118,297	$82.11M	0.6%	+2.0%	1.851%
2/17/2025	Twinbeech Capital LP	8,929	$0.35M	0.0%	N/A	0.008%
2/17/2025	Two Sigma Advisers LP	68,800	$2.67M	0.0%	-37.2%	0.060%
2/17/2025	Two Sigma Investments LP	66,383	$2.57M	0.0%	-65.6%	0.058%
2/17/2025	Tidal Investments LLC	6,592	$0.26M	0.0%	-40.7%	0.006%
2/17/2025	SIR Capital Management L.P.	29,974	$1.16M	0.1%	-93.6%	0.026%
2/17/2025	Rafferty Asset Management LLC	156,858	$6.08M	0.0%	+4.9%	0.137%
2/17/2025	ProShare Advisors LLC	34,482	$1.34M	0.0%	+44.5%	0.030%
2/17/2025	Quantinno Capital Management LP	6,718	$0.26M	0.0%	+6.4%	0.006%
2/17/2025	Man Group plc	196,933	$7.63M	0.0%	-38.5%	0.172%
2/17/2025	Nuveen Asset Management LLC	541,781	$21M	0.0%	-37.9%	0.474%
2/17/2025	Numerai GP LLC	5,360	$0.21M	0.1%	N/A	0.005%
2/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	65,142	$2.53M	0.0%	+4.0%	0.057%
2/17/2025	Lazard Asset Management LLC	11,700	$0.45M	0.0%	-48.1%	0.010%
2/17/2025	Gotham Asset Management LLC	39,084	$1.52M	0.0%	-54.5%	0.034%
2/17/2025	Focus Partners Wealth	103,185	$4M	0.0%	+0.6%	0.090%
2/17/2025	Ellevest Inc.	27,122	$1.05M	0.1%	-7.5%	0.024%
2/17/2025	Ensign Peak Advisors Inc	67,648	$2.62M	0.0%	+13.6%	0.059%
2/17/2025	Ethic Inc.	51,420	$1.99M	0.0%	-13.8%	0.045%
2/17/2025	Frontier Capital Management Co. LLC	1,217,637	$47.20M	0.4%	-0.6%	1.064%
2/17/2025	Clark Capital Management Group Inc.	624,869	$24.22M	0.2%	-21.9%	0.546%
2/17/2025	Deutsche Bank AG	111,699	$4.33M	0.0%	+39.0%	0.098%
2/17/2025	Collar Capital Management LLC	64,170	$2.49M	2.1%	N/A	0.056%
2/17/2025	CoreCommodity Management LLC	104,812	$4.06M	0.8%	-15.1%	0.092%
2/17/2025	Corton Capital Inc.	5,486	$0.21M	0.1%	N/A	0.005%
2/17/2025	Cresset Asset Management LLC	26,713	$1.04M	0.0%	-7.2%	0.023%
2/17/2025	Cetera Investment Advisers	29,815	$1.16M	0.0%	+8.7%	0.026%
2/17/2025	Centiva Capital LP	42,429	$1.65M	0.0%	-31.6%	0.037%
2/17/2025	Blackstone Inc.	24,034	$0.93M	0.0%	-5.3%	0.021%
2/17/2025	Brevan Howard Capital Management LP	22,949	$0.89M	0.0%	-38.1%	0.020%
2/17/2025	Captrust Financial Advisors	7,862	$0.31M	0.0%	+11.7%	0.007%
2/17/2025	Balyasny Asset Management L.P.	195,400	$7.57M	0.0%	-45.7%	0.171%
2/17/2025	Baird Financial Group Inc.	386,067	$14.96M	0.0%	+8.3%	0.337%
2/17/2025	Bank of America Corp DE	511,462	$19.82M	0.0%	-36.6%	0.447%
2/17/2025	BNP Paribas Financial Markets	28,127	$1.09M	0.0%	-26.8%	0.025%
2/17/2025	Ameriprise Financial Inc.	1,022,307	$39.62M	0.0%	-6.2%	0.893%
2/17/2025	Algert Global LLC	15,120	$0.59M	0.0%	-91.2%	0.013%
2/17/2025	Aristeia Capital L.L.C.	20,271	$0.79M	0.0%	+105.8%	0.018%
2/14/2025	Mercer Global Advisors Inc. ADV	56,025	$2.17M	0.0%	-3.4%	0.049%
2/14/2025	Connors Investor Services Inc.	56,173	$2.18M	0.2%	-2.2%	0.049%
2/14/2025	Comerica Bank	119,356	$4.63M	0.0%	+8.7%	0.104%
2/14/2025	Gallo Partners LP	24,000	$0.93M	0.7%	N/A	0.021%
2/14/2025	PDT Partners LLC	30,230	$1.17M	0.1%	-49.9%	0.026%
2/14/2025	Schonfeld Strategic Advisors LLC	30,545	$1.18M	0.0%	N/A	0.027%
2/14/2025	LSP Investment Advisors LLC	304,191	$11.79M	8.4%	+53.4%	0.266%
2/14/2025	Northern Trust Corp	1,449,483	$56.18M	0.0%	+10.7%	1.267%
2/14/2025	The Manufacturers Life Insurance Company	64,455	$2.50M	0.0%	-2.0%	0.056%
2/14/2025	Aquatic Capital Management LLC	51,771	$2.01M	0.1%	-44.1%	0.045%
2/14/2025	Oxford Asset Management LLP	13,265	$0.51M	0.3%	N/A	0.012%
2/14/2025	Two Sigma Securities LLC	9,578	$0.37M	0.0%	N/A	0.008%
2/14/2025	Voya Investment Management LLC	74,465	$2.89M	0.0%	-5.0%	0.065%
2/14/2025	Syon Capital LLC	5,726	$0.22M	0.0%	N/A	0.005%
2/14/2025	Price T Rowe Associates Inc. MD	94,312	$3.66M	0.0%	-89.3%	0.082%

Data available starting January 2016

See Full Table

SM Energy Company, an independent energy company, engages in the acquisition, exploration, development, and production of oil, gas, and natural gas liquids in the state of Texas. It has working interests in oil and gas producing wells in the Midland Basin and South Texas. 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.

Today's Range

Now: $23.63

$23.39

$24.07

50 Day Range

MA: $27.42

$20.35

$37.13

52 Week Range

Now: $23.63

$19.67

$51.94

Volume

1,560,493 shs

Average Volume

1,880,747 shs

Market Capitalization

$2.70 billion

P/E Ratio

3.54

Dividend Yield

3.41%

Beta

3.75

Who are the company insiders with the largest holdings of SM Energy?: SM Energy's top insider shareholders include:
Kenneth J Knott (SVP)
Ramiro G Peru (Director)
Rose M Robeson (Director)
Barton R Brookman Jr (Director)
Patrick A Lytle (CAO)
Learn More about top insider investors at SM Energy.
Who are the major institutional investors of SM Energy?: SM Energy's top institutional shareholders include:
Congress Asset Management Co. — 1.10%
Principal Financial Group Inc. — 0.57%
Wedge Capital Management L L P NC — 0.51%
Rhumbline Advisers — 0.35%
New York State Teachers Retirement System — 0.15%
Peregrine Capital Management LLC — 0.14%
Learn More about top institutional investors of SM Energy stock.
Which major investors are selling SM Energy stock?: During the previous quarter, SM stock was sold by these institutional investors:
Allspring Global Investments Holdings LLC
Teacher Retirement System of Texas
CX Institutional
Vest Financial LLC
New York State Teachers Retirement System
Trust Point Inc.
Radnor Capital Management LLC
Illinois Municipal Retirement Fund
Which major investors are buying SM Energy stock?: In the previous quarter, SM stock was acquired by institutional investors including:
Congress Asset Management Co.
GAMMA Investing LLC
Peregrine Capital Management LLC
Insight Wealth Strategies LLC
Wedge Capital Management L L P NC
Principal Financial Group Inc.
Exchange Traded Concepts LLC
Summit Global Investments