SM Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 1.50%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $2,083,923.04

SM Energy Insider Trading History Chart

SM Energy Share Price & Price History

^$48.80

▼ -0.72 (-1.45%)

As of 05/15/2024 01:00 AM ET

Days: 30 | 90 | 365

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SM Energy Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
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
4/18/2022	David J. Whitcomb	VP	Sell	44,771	$41.79	$1,870,980.09	39,925
3/21/2022	David J. Whitcomb	VP	Sell	9,254	$39.45	$365,070.30
3/21/2022	Mary Ellen Lutey	SVP	Sell	9,999	$39.22	$392,160.78
3/8/2022	Mary Ellen Lutey	SVP	Sell	9,533	$39.97	$381,034.01
3/8/2022	Patrick A. Lytle	CAO	Sell	6,776	$42.01	$284,659.76
3/8/2022	Ramiro G. Peru	Director	Sell	30,000	$40.60	$1,218,000.00
11/5/2021	William D. Sullivan	Director	Sell	55,000	$35.74	$1,965,700.00
11/2/2021	Patrick A. Lytle	CAO	Sell	12,543	$36.74	$460,829.82
11/2/2021	Rose M. Robeson	Director	Sell	15,000	$36.72	$550,800.00
6/23/2021	Kenneth J. Knott	SVP	Sell	12,257	$25.00	$306,425.00	60,930

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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
5/16/2024	Caxton Associates LP	42,109	$2.10M	0.1%	+288.4%	0.037%
5/16/2024	Paloma Partners Management Co	5,934	$0.30M	0.0%	N/A	0.005%
5/15/2024	Public Employees Retirement System of Ohio	96,230	$4.80M	0.0%	-6.5%	0.084%
5/15/2024	Public Employees Retirement Association of Colorado	14,029	$0.70M	0.0%	-13.8%	0.012%
5/15/2024	Energy Income Partners LLC	28,171	$1.40M	0.0%	+31.2%	0.024%
5/15/2024	Price T Rowe Associates Inc. MD	764,118	$38.09M	0.0%	+19.5%	0.664%
5/15/2024	Magnetar Financial LLC	4,412	$0.22M	0.0%	-94.6%	0.004%
5/15/2024	Lazard Asset Management LLC	15,172	$0.76M	0.0%	-29.8%	0.013%
5/15/2024	Quadrature Capital Ltd	10,641	$0.53M	0.0%	-22.3%	0.009%
5/14/2024	Westwood Holdings Group Inc.	1,552,004	$77.37M	0.6%	+20.0%	1.349%
5/14/2024	Shell Asset Management Co.	8,466	$0.42M	0.0%	-3.4%	0.007%
5/14/2024	Pitcairn Co.	15,469	$0.77M	0.0%	+20.3%	0.013%
5/14/2024	CANADA LIFE ASSURANCE Co	101,455	$5.06M	0.0%	+3.2%	0.088%
5/14/2024	American International Group Inc.	62,511	$3.12M	0.0%	-2.7%	0.054%
5/13/2024	UniSuper Management Pty Ltd	27,520	$1.37M	0.0%	N/A	0.024%
5/13/2024	O Shaughnessy Asset Management LLC	4,572	$0.23M	0.0%	N/A	0.004%
5/13/2024	Ameritas Investment Partners Inc.	11,564	$0.58M	0.0%	-3.0%	0.010%
5/11/2024	Hillsdale Investment Management Inc.	100,700	$5.02M	0.4%	N/A	0.088%
5/11/2024	Edgestream Partners L.P.	95,748	$4.77M	0.2%	N/A	0.083%
5/10/2024	Connors Investor Services Inc.	61,716	$3.08M	0.3%	-28.0%	0.054%
5/10/2024	Vanguard Group Inc.	14,224,355	$709.08M	0.0%	-0.8%	12.365%
5/10/2024	Mitsubishi UFJ Trust & Banking Corp	25,528	$1.29M	0.0%	+33.0%	0.022%
5/10/2024	Pinnacle Wealth Planning Services Inc.	4,214	$0.21M	0.0%	N/A	0.004%
5/10/2024	Jupiter Asset Management Ltd.	112,616	$5.61M	0.1%	N/A	0.098%
5/9/2024	Orion Portfolio Solutions LLC	30,718	$1.53M	0.0%	-18.8%	0.027%
5/9/2024	Kingsview Wealth Management LLC	4,827	$0.24M	0.0%	-87.4%	0.004%
5/9/2024	First Eagle Investment Management LLC	147,703	$7.36M	0.0%	+52.3%	0.128%
5/9/2024	Foundry Partners LLC	102,307	$5.10M	0.3%	+1,733.5%	0.088%
5/9/2024	State Board of Administration of Florida Retirement System	41,507	$2.07M	0.0%	+21.1%	0.036%
5/8/2024	William Blair Investment Management LLC	1,008,880	$50.29M	0.1%	-0.2%	0.872%
5/8/2024	ProShare Advisors LLC	23,365	$1.17M	0.0%	+5.4%	0.020%
5/8/2024	US Bancorp DE	52,159	$2.60M	0.0%	-0.9%	0.045%
5/8/2024	Russell Investments Group Ltd.	113,492	$5.66M	0.0%	-11.1%	0.098%
5/8/2024	QRG Capital Management Inc.	6,093	$0.30M	0.0%	-3.8%	0.005%
5/8/2024	Headlands Technologies LLC	1,143	$57K	0.0%	N/A	0.001%
5/8/2024	Inspire Investing LLC	8,469	$0.42M	0.0%	-14.3%	0.007%
5/8/2024	Inspire Advisors LLC	4,872	$0.24M	0.0%	N/A	0.004%
5/7/2024	Sei Investments Co.	98,591	$4.92M	0.0%	+74.6%	0.085%
5/7/2024	Swiss National Bank	229,700	$11.45M	0.0%	-1.8%	0.198%
5/7/2024	Illinois Municipal Retirement Fund	85,898	$4.28M	0.1%	-10.0%	0.074%
5/7/2024	Oppenheimer Asset Management Inc.	10,018	$0.50M	0.0%	-13.1%	0.009%
5/7/2024	SG Americas Securities LLC	14,243	$0.71M	0.0%	N/A	0.012%
5/7/2024	Empowered Funds LLC	205,193	$10.23M	0.2%	+133.8%	0.177%
5/6/2024	Quantbot Technologies LP	19,500	$0.97M	0.1%	N/A	0.017%
5/6/2024	LSV Asset Management	25,800	$1.29M	0.0%	+17.8%	0.022%
5/6/2024	Texas Permanent School Fund Corp	101,259	$5.05M	0.0%	-1.3%	0.087%
5/2/2024	Jennison Associates LLC	27,743	$1.38M	0.0%	N/A	0.024%
5/2/2024	Mutual of America Capital Management LLC	19,932	$0.99M	0.0%	-2.1%	0.017%
5/2/2024	FORA Capital LLC	62,508	$3.12M	0.3%	N/A	0.054%
5/2/2024	Fidelis Capital Partners LLC	1,028	$51K	0.0%	N/A	0.001%
5/2/2024	Sippican Capital Advisors	17,025	$0.85M	0.7%	-3.3%	0.015%
5/1/2024	Capstone Investment Advisors LLC	8,593	$0.43M	0.0%	N/A	0.007%
5/1/2024	Janney Montgomery Scott LLC	9,434	$0.47M	0.0%	+9.4%	0.008%
5/1/2024	BNP Paribas Financial Markets	96,942	$4.83M	0.0%	-60.5%	0.084%
5/1/2024	Mirae Asset Global Investments Co. Ltd.	65,932	$3.29M	0.0%	+6.1%	0.057%
5/1/2024	Sequoia Financial Advisors LLC	5,480	$0.27M	0.0%	-4.4%	0.005%
5/1/2024	Diversify Advisory Services LLC	63,227	$3.20M	0.2%	N/A	0.055%
4/30/2024	Norden Group LLC	9,560	$0.48M	0.0%	N/A	0.008%
4/30/2024	Vest Financial LLC	17,889	$0.89M	0.0%	+183.3%	0.015%
4/30/2024	Caprock Group LLC	7,429	$0.37M	0.0%	-11.6%	0.006%
4/30/2024	Allspring Global Investments Holdings LLC	842,960	$42.02M	0.1%	+12.2%	0.728%
4/29/2024	Principal Financial Group Inc.	639,680	$31.89M	0.0%	+5.5%	0.553%
4/29/2024	Meritage Portfolio Management	10,494	$0.52M	0.0%	-5.5%	0.009%
4/26/2024	UMB Bank n.a.	829	$41K	0.0%	+66.8%	0.001%
4/26/2024	Yousif Capital Management LLC	53,609	$2.67M	0.0%	-8.8%	0.046%
4/26/2024	Verdence Capital Advisors LLC	68,943	$3.44M	0.3%	-12.4%	0.060%
4/25/2024	Lindbrook Capital LLC	581	$29K	0.0%	+54.9%	0.001%
4/25/2024	New York State Teachers Retirement System	177,696	$8.86M	0.0%	-0.6%	0.154%
4/25/2024	Aaron Wealth Advisors LLC	5,034	$0.25M	0.0%	-4.6%	0.004%
4/24/2024	Assenagon Asset Management S.A.	50,700	$2.53M	0.0%	-75.8%	0.044%
4/23/2024	Global Retirement Partners LLC	689	$34K	0.0%	+665.6%	0.001%
4/23/2024	Louisiana State Employees Retirement System	57,300	$2.86M	0.1%	-1.5%	0.050%
4/23/2024	Amalgamated Bank	36,599	$1.82M	0.0%	-16.7%	0.032%
4/23/2024	KLR Investment Advisors LLC	6,596	$0.32M	0.2%	-8.5%	0.006%
4/22/2024	Raymond James & Associates	163,582	$8.16M	0.0%	+1.7%	0.141%
4/20/2024	Maryland State Retirement & Pension System	41,691	$2.04M	0.0%	-1.4%	0.036%
4/19/2024	Norden Group LLC	9,560	$0.48M	0.0%	N/A	0.008%
4/19/2024	State of Alaska Department of Revenue	70,468	$3.51M	0.0%	-1.5%	0.061%
4/19/2024	Azzad Asset Management Inc. ADV	13,351	$0.67M	0.1%	+31.1%	0.012%
4/18/2024	Allspring Global Investments Holdings LLC	842,960	$42.02M	0.1%	+12.2%	0.728%
4/18/2024	Tributary Capital Management LLC	567,725	$28.30M	2.3%	-1.1%	0.490%
4/18/2024	Congress Wealth Management LLC DE	104,545	$5.21M	0.1%	+28.9%	0.090%
4/18/2024	Hexagon Capital Partners LLC	567	$28K	0.0%	+509.7%	0.000%
4/18/2024	Diversified Trust Co	16,436	$0.82M	0.0%	N/A	0.014%
4/16/2024	Hodges Capital Management Inc.	211,196	$10.53M	0.7%	-62.2%	0.182%
4/16/2024	Register Financial Advisors LLC	500	$25K	0.0%	N/A	0.000%
4/15/2024	DGS Capital Management LLC	4,019	$0.20M	0.1%	N/A	0.003%
4/12/2024	Miller Howard Investments Inc. NY	88,118	$4.39M	0.1%	+1.2%	0.076%
4/11/2024	Ballentine Partners LLC	4,071	$0.20M	0.0%	N/A	0.004%
4/11/2024	Congress Asset Management Co. MA	1,021,032	$50.90M	0.4%	+16.3%	0.882%
4/10/2024	Park Avenue Securities LLC	10,305	$0.51M	0.0%	+72.6%	0.009%
4/5/2024	GAMMA Investing LLC	5,568	$0.28M	0.1%	+31.8%	0.005%
4/5/2024	Los Angeles Capital Management LLC	8,868	$0.44M	0.0%	-75.4%	0.008%
4/5/2024	NBC Securities Inc.	1,751	$87K	0.0%	-40.1%	0.002%
4/5/2024	Insight Wealth Strategies LLC	43,659	$2.18M	0.3%	-2.6%	0.038%
3/29/2024	Kapitalo Investimentos Ltda	4,049	$0.16M	0.0%	-34.4%	0.003%
3/25/2024	Quadrature Capital Ltd	13,695	$0.53M	0.0%	N/A	0.012%
3/22/2024	PNC Financial Services Group Inc.	24,401	$0.95M	0.0%	-13.5%	0.021%
3/21/2024	Healthcare of Ontario Pension Plan Trust Fund	106,000	$4.10M	0.0%	-41.3%	0.091%
3/11/2024	Vanguard Group Inc.	14,337,961	$555.17M	0.0%	-1.1%	12.328%

Data available starting January 2016

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: $48.80

$48.09

$49.60

50 Day Range

MA: $49.30

$44.42

$52.76

52 Week Range

Now: $48.80

$25.47

$53.26

Volume

1,219,920 shs

Average Volume

1,575,224 shs

Market Capitalization

$5.61 billion

P/E Ratio

7.65

Dividend Yield

1.47%

Beta

4.21

Who are the company insiders with the largest holdings of SM Energy?: SM Energy's top insider shareholders include:
Herbert S Vogel (CEO)
David W Copeland (EVP)
Julio M Quintana (Director)
Ramiro G Peru (Director)
Rose M Robeson (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:
Vanguard Group Inc. — 12.37%
Westwood Holdings Group Inc. — 1.35%
Congress Asset Management Co. MA — 0.88%
William Blair Investment Management LLC — 0.87%
Allspring Global Investments Holdings LLC — 0.73%
Allspring Global Investments Holdings LLC — 0.73%
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:
Hodges Capital Management Inc.
Assenagon Asset Management S.A.
BNP Paribas Financial Markets
Vanguard Group Inc.
Magnetar Financial LLC
Kingsview Wealth Management LLC
Los Angeles Capital Management LLC
Connors Investor Services Inc.
In the last year, company insiders that have sold SM Energy company stock include:
Herbert S Vogel (CEO)
David W Copeland (EVP)
Julio M Quintana (Director)
Learn More investors selling SM Energy stock.
Which major investors are buying SM Energy stock?: In the previous quarter, SM stock was bought by institutional investors including:
Westwood Holdings Group Inc.
Congress Asset Management Co. MA
Price T Rowe Associates Inc. MD
Empowered Funds LLC
Jupiter Asset Management Ltd.
Hillsdale Investment Management Inc.
Foundry Partners LLC
Edgestream Partners L.P.