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SM Energy Co. 13F holders

Of the 44 funds followed here, 7 reported a position in SM Energy Co. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 6.3 million shares worth $163.7 million, 0.0% of its reported book. New this quarter: Bridgewater Associates, Two Sigma Investments. Sold out: Point72 Asset Management.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
Geode Capital Management6,269,841$163.7 million0.0%+571,288added30 June 202613F
Millennium Management4,493,473$117.3 million0.0%-539,433trimmed30 June 202613F
FMR LLC3,798,218$99.1 million0.0%-220,198trimmed30 June 202613F
Citadel Advisors1,479,916$38.6 million0.0%+593,947added30 June 202613F
Bridgewater Associates265,019$6.9 million0.0%+265,019new30 June 202613F
Alyeska230,718$6.0 million0.0%-314,668trimmed30 June 202613F
Two Sigma Investments87,490$2.3 million0.0%+87,490new30 June 202613F
Point72 Asset Management0$00.0%-33,580exited30 June 202613F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
14 August 202613GAristeia Capital, L.L.C. and 1 other13.0 million5.5%30 June 2026passive, institutional (13d-1(b))EDGAR
7 August 202613GState Street Corporation and 1 other11.7 million4.9%30 June 2026passive, institutional (13d-1(b))EDGAR
15 May 202613G/ACPPIB Crestone Peak Resources Canada Inc. and 3 others14.5 million6.1%31 March 2026passive, institutional (13d-1(b))EDGAR
15 May 202613GCPPIB Crestone Peak Resources Canada Inc. and 3 others14.5 million6.1%31 March 2026passive, institutional (13d-1(b))EDGAR
30 April 202613GVanguard Capital Management and 1 other12.2 million5.1%31 March 2026passive, institutional (13d-1(b))EDGAR
29 April 202613GVanguard Portfolio Management and 1 other15.4 million6.4%31 March 2026passive, institutional (13d-1(b))EDGAR
27 March 202613G/AThe Vanguard Group and 1 other00.0%13 March 2026passive, institutional (13d-1(b))EDGAR
4 March 202613G/ABlackRock, Inc. and 1 other33.5 million14.0%28 February 2026passive, institutional (13d-1(b))EDGAR
6 February 202613G/ABlackRock, Inc. and 1 other22.6 million9.5%31 January 2026passive, institutional (13d-1(b))EDGAR
21 January 202613G/ADimensional Fund Advisors LP and 1 other5.6 million4.9%31 December 2025passive, institutional (13d-1(b))EDGAR
31 October 202513G/AThe Vanguard Group and 1 other13.9 million12.1%30 September 2025passive, institutional (13d-1(b))EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short.

Fails to deliver

Settlement dateShares failedPriceFile
14 September 202632,797$38.10SEC
11 September 2026717$38.18SEC
10 September 2026503$37.98SEC
9 September 2026137,778$37.76SEC
8 September 2026271$36.44SEC
4 September 20261,209$37.60SEC
31 August 20261,107$36.62SEC
27 August 20261,232$35.36SEC
26 August 20264,914$35.68SEC
25 August 20262,299$36.46SEC
24 August 20264,892$37.20SEC
21 August 2026115,649$37.64SEC
20 August 2026173,591$36.14SEC
19 August 202621,296$35.49SEC
12 August 202664$32.51SEC
7 August 202614,322$28.70SEC
6 August 202675,409$29.02SEC
5 August 202653,487$31.05SEC
3 August 2026201$32.52SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 173,591 on 20 August 2026. A fail is an operational fact about settlement, not a position.

Source

Each fund's 13F-HR on EDGAR, linked per row; positions matched to SM by CUSIP from the SEC's own fails-to-deliver files; Schedule 13D and 13G from the company's own filing index, each read to confirm the company is the issuer named.

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