SM Insider Trading

Insider Ownership Percentage: 1.50%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $2,888,403.04

SM Energy Insider Trading History Chart

This chart shows the insider buying and selling history at SM Energy by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

SM Energy Share Price & Price History

Current Price: $48.08
Price Change: Price Decrease of -1.52 (-3.06%)
As of 05/22/2024 02:21 PM ET

This chart shows the closing price history over time for SM up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

SM Energy Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
5/21/2024Kenneth J. KnottSVPSell16,000$50.28$804,480.00114,495View SEC Filing Icon  
8/29/2023Ramiro G. PeruDirectorSell15,670$41.14$644,663.8073,685View SEC Filing Icon  
8/23/2023Rose M. RobesonDirectorSell30,000$39.65$1,189,500.0039,531View SEC Filing Icon  
8/7/2023Patrick A. LytleCAOSell6,494$38.46$249,759.2410,098View SEC Filing Icon  
3/15/2023Herbert S. VogelCEOBuy1,000$25.63$25,630.00406,063View SEC Filing Icon  
3/8/2023Herbert S. VogelCEOBuy1,000$29.48$29,480.00404,063View SEC Filing Icon  
3/6/2023Herbert S. VogelCEOBuy1,000$31.35$31,350.00402,063View SEC Filing Icon  
10/21/2022Julio M. QuintanaDirectorSell22,300$42.79$954,217.00121,944View SEC Filing Icon  
9/9/2022David W. CopelandEVPSell10,000$46.23$462,300.00228,543View SEC Filing Icon  
9/9/2022Patrick A. LytleCAOSell8,658$45.61$394,891.3812,463View SEC Filing Icon  
5/31/2022David W. CopelandEVPSell5,000$51.23$256,150.00188,722View SEC Filing Icon  
5/25/2022David W. CopelandEVPSell20,000$43.00$860,000.00213,722View SEC Filing Icon  
4/18/2022David J. WhitcombVPSell44,771$41.79$1,870,980.0939,925View SEC Filing Icon  
3/21/2022David J. WhitcombVPSell9,254$39.45$365,070.30View SEC Filing Icon  
3/21/2022Mary Ellen LuteySVPSell9,999$39.22$392,160.78View SEC Filing Icon  
3/8/2022Mary Ellen LuteySVPSell9,533$39.97$381,034.01View SEC Filing Icon  
3/8/2022Patrick A. LytleCAOSell6,776$42.01$284,659.76View SEC Filing Icon  
3/8/2022Ramiro G. PeruDirectorSell30,000$40.60$1,218,000.00View SEC Filing Icon  
11/5/2021William D. SullivanDirectorSell55,000$35.74$1,965,700.00View SEC Filing Icon  
11/2/2021Patrick A. LytleCAOSell12,543$36.74$460,829.82View SEC Filing Icon  
11/2/2021Rose M. RobesonDirectorSell15,000$36.72$550,800.00View SEC Filing Icon  
6/23/2021Kenneth J. KnottSVPSell12,257$25.00$306,425.0060,930View SEC Filing Icon  
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

This chart shows the instiutional buying and selling at SM by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

SM Energy Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2024Atria Investments Inc21,982$1.10M0.0%N/A0.019%Search for SEC Filing on Google Icon
5/20/2024Adams Wealth Management52,546$2.62M0.6%+26.7%0.046%Search for SEC Filing on Google Icon
5/17/2024Comerica Bank134,613$6.71M0.0%-27.0%0.117%Search for SEC Filing on Google Icon
5/17/2024Tidal Investments LLC34,138$1.70M0.0%-6.3%0.030%Search for SEC Filing on Google Icon
5/16/2024California State Teachers Retirement System117,200$5.84M0.0%-6.4%0.102%Search for SEC Filing on Google Icon
5/16/2024Jacobs Levy Equity Management Inc.78,767$3.93M0.0%-0.9%0.068%Search for SEC Filing on Google Icon
5/16/2024Kennedy Capital Management LLC181,733$9.06M0.2%+5.0%0.158%Search for SEC Filing on Google Icon
5/16/2024Bayesian Capital Management LP7,373$0.37M0.0%N/A0.006%Search for SEC Filing on Google Icon
5/16/2024Caxton Associates LP42,109$2.10M0.1%+288.4%0.037%Search for SEC Filing on Google Icon
5/16/2024Paloma Partners Management Co5,934$0.30M0.0%N/A0.005%Search for SEC Filing on Google Icon
5/15/2024Public Employees Retirement System of Ohio96,230$4.80M0.0%-6.5%0.084%Search for SEC Filing on Google Icon
5/15/2024Public Employees Retirement Association of Colorado14,029$0.70M0.0%-13.8%0.012%Search for SEC Filing on Google Icon
5/15/2024Energy Income Partners LLC28,171$1.40M0.0%+31.2%0.024%Search for SEC Filing on Google Icon
5/15/2024Price T Rowe Associates Inc. MD764,118$38.09M0.0%+19.5%0.664%Search for SEC Filing on Google Icon
5/15/2024Magnetar Financial LLC4,412$0.22M0.0%-94.6%0.004%Search for SEC Filing on Google Icon
5/15/2024Lazard Asset Management LLC15,172$0.76M0.0%-29.8%0.013%Search for SEC Filing on Google Icon
5/15/2024Quadrature Capital Ltd10,641$0.53M0.0%-22.3%0.009%Search for SEC Filing on Google Icon
5/14/2024Westwood Holdings Group Inc.1,552,004$77.37M0.6%+20.0%1.349%Search for SEC Filing on Google Icon
5/14/2024Shell Asset Management Co.8,466$0.42M0.0%-3.4%0.007%Search for SEC Filing on Google Icon
5/14/2024Pitcairn Co.15,469$0.77M0.0%+20.3%0.013%Search for SEC Filing on Google Icon
5/14/2024CANADA LIFE ASSURANCE Co101,455$5.06M0.0%+3.2%0.088%Search for SEC Filing on Google Icon
5/14/2024American International Group Inc.62,511$3.12M0.0%-2.7%0.054%Search for SEC Filing on Google Icon
5/13/2024UniSuper Management Pty Ltd27,520$1.37M0.0%N/A0.024%Search for SEC Filing on Google Icon
5/13/2024O Shaughnessy Asset Management LLC4,572$0.23M0.0%N/A0.004%Search for SEC Filing on Google Icon
5/13/2024Ameritas Investment Partners Inc.11,564$0.58M0.0%-3.0%0.010%Search for SEC Filing on Google Icon
5/11/2024Hillsdale Investment Management Inc.100,700$5.02M0.4%N/A0.088%Search for SEC Filing on Google Icon
5/11/2024Edgestream Partners L.P.95,748$4.77M0.2%N/A0.083%Search for SEC Filing on Google Icon
5/10/2024Connors Investor Services Inc.61,716$3.08M0.3%-28.0%0.054%Search for SEC Filing on Google Icon
5/10/2024Vanguard Group Inc.14,224,355$709.08M0.0%-0.8%12.365%Search for SEC Filing on Google Icon
5/10/2024Mitsubishi UFJ Trust & Banking Corp25,528$1.29M0.0%+33.0%0.022%Search for SEC Filing on Google Icon
5/10/2024Pinnacle Wealth Planning Services Inc.4,214$0.21M0.0%N/A0.004%Search for SEC Filing on Google Icon
5/10/2024Jupiter Asset Management Ltd.112,616$5.61M0.1%N/A0.098%Search for SEC Filing on Google Icon
5/9/2024Orion Portfolio Solutions LLC30,718$1.53M0.0%-18.8%0.027%Search for SEC Filing on Google Icon
5/9/2024Kingsview Wealth Management LLC4,827$0.24M0.0%-87.4%0.004%Search for SEC Filing on Google Icon
5/9/2024First Eagle Investment Management LLC147,703$7.36M0.0%+52.3%0.128%Search for SEC Filing on Google Icon
5/9/2024Foundry Partners LLC102,307$5.10M0.3%+1,733.5%0.088%Search for SEC Filing on Google Icon
5/9/2024State Board of Administration of Florida Retirement System41,507$2.07M0.0%+21.1%0.036%Search for SEC Filing on Google Icon
5/8/2024William Blair Investment Management LLC1,008,880$50.29M0.1%-0.2%0.872%Search for SEC Filing on Google Icon
5/8/2024ProShare Advisors LLC23,365$1.17M0.0%+5.4%0.020%Search for SEC Filing on Google Icon
5/8/2024US Bancorp DE52,159$2.60M0.0%-0.9%0.045%Search for SEC Filing on Google Icon
5/8/2024Russell Investments Group Ltd.113,492$5.66M0.0%-11.1%0.098%Search for SEC Filing on Google Icon
5/8/2024QRG Capital Management Inc.6,093$0.30M0.0%-3.8%0.005%Search for SEC Filing on Google Icon
5/8/2024Headlands Technologies LLC1,143$57K0.0%N/A0.001%Search for SEC Filing on Google Icon
5/8/2024Inspire Investing LLC8,469$0.42M0.0%-14.3%0.007%Search for SEC Filing on Google Icon
5/8/2024Inspire Advisors LLC4,872$0.24M0.0%N/A0.004%Search for SEC Filing on Google Icon
5/7/2024Sei Investments Co.98,591$4.92M0.0%+74.6%0.085%Search for SEC Filing on Google Icon
5/7/2024Swiss National Bank229,700$11.45M0.0%-1.8%0.198%Search for SEC Filing on Google Icon
5/7/2024Illinois Municipal Retirement Fund85,898$4.28M0.1%-10.0%0.074%Search for SEC Filing on Google Icon
5/7/2024Oppenheimer Asset Management Inc.10,018$0.50M0.0%-13.1%0.009%Search for SEC Filing on Google Icon
5/7/2024SG Americas Securities LLC14,243$0.71M0.0%N/A0.012%Search for SEC Filing on Google Icon
5/7/2024Empowered Funds LLC205,193$10.23M0.2%+133.8%0.177%Search for SEC Filing on Google Icon
5/6/2024Quantbot Technologies LP19,500$0.97M0.1%N/A0.017%Search for SEC Filing on Google Icon
5/6/2024LSV Asset Management25,800$1.29M0.0%+17.8%0.022%Search for SEC Filing on Google Icon
5/6/2024Texas Permanent School Fund Corp101,259$5.05M0.0%-1.3%0.087%Search for SEC Filing on Google Icon
5/2/2024Jennison Associates LLC27,743$1.38M0.0%N/A0.024%Search for SEC Filing on Google Icon
5/2/2024Mutual of America Capital Management LLC19,932$0.99M0.0%-2.1%0.017%Search for SEC Filing on Google Icon
5/2/2024FORA Capital LLC62,508$3.12M0.3%N/A0.054%Search for SEC Filing on Google Icon
5/2/2024Fidelis Capital Partners LLC1,028$51K0.0%N/A0.001%Search for SEC Filing on Google Icon
5/2/2024Sippican Capital Advisors17,025$0.85M0.7%-3.3%0.015%Search for SEC Filing on Google Icon
5/1/2024Capstone Investment Advisors LLC8,593$0.43M0.0%N/A0.007%Search for SEC Filing on Google Icon
5/1/2024Janney Montgomery Scott LLC9,434$0.47M0.0%+9.4%0.008%Search for SEC Filing on Google Icon
5/1/2024BNP Paribas Financial Markets96,942$4.83M0.0%-60.5%0.084%Search for SEC Filing on Google Icon
5/1/2024Mirae Asset Global Investments Co. Ltd.65,932$3.29M0.0%+6.1%0.057%Search for SEC Filing on Google Icon
5/1/2024Sequoia Financial Advisors LLC5,480$0.27M0.0%-4.4%0.005%Search for SEC Filing on Google Icon
5/1/2024Diversify Advisory Services LLC63,227$3.20M0.2%N/A0.055%Search for SEC Filing on Google Icon
4/30/2024Norden Group LLC9,560$0.48M0.0%N/A0.008%Search for SEC Filing on Google Icon
4/30/2024Vest Financial LLC17,889$0.89M0.0%+183.3%0.015%Search for SEC Filing on Google Icon
4/30/2024Caprock Group LLC7,429$0.37M0.0%-11.6%0.006%Search for SEC Filing on Google Icon
4/30/2024Allspring Global Investments Holdings LLC842,960$42.02M0.1%+12.2%0.728%Search for SEC Filing on Google Icon
4/29/2024Principal Financial Group Inc.639,680$31.89M0.0%+5.5%0.553%Search for SEC Filing on Google Icon
4/29/2024Meritage Portfolio Management10,494$0.52M0.0%-5.5%0.009%Search for SEC Filing on Google Icon
4/26/2024UMB Bank n.a.829$41K0.0%+66.8%0.001%Search for SEC Filing on Google Icon
4/26/2024Yousif Capital Management LLC53,609$2.67M0.0%-8.8%0.046%Search for SEC Filing on Google Icon
4/26/2024Verdence Capital Advisors LLC68,943$3.44M0.3%-12.4%0.060%Search for SEC Filing on Google Icon
4/25/2024Lindbrook Capital LLC581$29K0.0%+54.9%0.001%Search for SEC Filing on Google Icon
4/25/2024New York State Teachers Retirement System177,696$8.86M0.0%-0.6%0.154%Search for SEC Filing on Google Icon
4/25/2024Aaron Wealth Advisors LLC5,034$0.25M0.0%-4.6%0.004%Search for SEC Filing on Google Icon
4/24/2024Assenagon Asset Management S.A.50,700$2.53M0.0%-75.8%0.044%Search for SEC Filing on Google Icon
4/23/2024Global Retirement Partners LLC689$34K0.0%+665.6%0.001%Search for SEC Filing on Google Icon
4/23/2024Louisiana State Employees Retirement System57,300$2.86M0.1%-1.5%0.050%Search for SEC Filing on Google Icon
4/23/2024Amalgamated Bank36,599$1.82M0.0%-16.7%0.032%Search for SEC Filing on Google Icon
4/23/2024KLR Investment Advisors LLC6,596$0.32M0.2%-8.5%0.006%Search for SEC Filing on Google Icon
4/22/2024Raymond James & Associates163,582$8.16M0.0%+1.7%0.141%Search for SEC Filing on Google Icon
4/20/2024Maryland State Retirement & Pension System41,691$2.04M0.0%-1.4%0.036%Search for SEC Filing on Google Icon
4/19/2024Norden Group LLC9,560$0.48M0.0%N/A0.008%Search for SEC Filing on Google Icon
4/19/2024State of Alaska Department of Revenue70,468$3.51M0.0%-1.5%0.061%Search for SEC Filing on Google Icon
4/19/2024Azzad Asset Management Inc. ADV13,351$0.67M0.1%+31.1%0.012%Search for SEC Filing on Google Icon
4/18/2024Allspring Global Investments Holdings LLC842,960$42.02M0.1%+12.2%0.728%Search for SEC Filing on Google Icon
4/18/2024Tributary Capital Management LLC567,725$28.30M2.3%-1.1%0.490%Search for SEC Filing on Google Icon
4/18/2024Congress Wealth Management LLC DE 104,545$5.21M0.1%+28.9%0.090%Search for SEC Filing on Google Icon
4/18/2024Hexagon Capital Partners LLC567$28K0.0%+509.7%0.000%Search for SEC Filing on Google Icon
4/18/2024Diversified Trust Co16,436$0.82M0.0%N/A0.014%Search for SEC Filing on Google Icon
4/16/2024Hodges Capital Management Inc.211,196$10.53M0.7%-62.2%0.182%Search for SEC Filing on Google Icon
4/16/2024Register Financial Advisors LLC500$25K0.0%N/A0.000%Search for SEC Filing on Google Icon
4/15/2024DGS Capital Management LLC4,019$0.20M0.1%N/A0.003%Search for SEC Filing on Google Icon
4/12/2024Miller Howard Investments Inc. NY88,118$4.39M0.1%+1.2%0.076%Search for SEC Filing on Google Icon
4/11/2024Ballentine Partners LLC4,071$0.20M0.0%N/A0.004%Search for SEC Filing on Google Icon
4/11/2024Congress Asset Management Co. MA1,021,032$50.90M0.4%+16.3%0.882%Search for SEC Filing on Google Icon
4/10/2024Park Avenue Securities LLC10,305$0.51M0.0%+72.6%0.009%Search for SEC Filing on Google Icon
4/5/2024GAMMA Investing LLC5,568$0.28M0.1%+31.8%0.005%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
SM Energy logo
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.
Read More on SM Energy

Today's Range

Now: $48.08
Low: $47.44
High: $49.15

50 Day Range

MA: $49.62
Low: $46.65
High: $52.76

52 Week Range

Now: $48.08
Low: $25.84
High: $53.26

Volume

731,082 shs

Average Volume

1,558,572 shs

Market Capitalization

$5.53 billion

P/E Ratio

7.54

Dividend Yield

1.46%

Beta

4.21

Who are the company insiders with the largest holdings of SM Energy?

SM Energy's top insider shareholders include:
  1. Herbert S Vogel (CEO)
  2. David W Copeland (EVP)
  3. Julio M Quintana (Director)
  4. Kenneth J Knott (SVP)
  5. Ramiro G Peru (Director)
  6. Rose M Robeson (Director)
  7. 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:
  1. Vanguard Group Inc. — 12.37%
  2. Westwood Holdings Group Inc. — 1.35%
  3. Congress Asset Management Co. MA — 0.88%
  4. William Blair Investment Management LLC — 0.87%
  5. Allspring Global Investments Holdings LLC — 0.73%
  6. 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:
  1. Hodges Capital Management Inc.
  2. Assenagon Asset Management S.A.
  3. BNP Paribas Financial Markets
  4. Vanguard Group Inc.
  5. Magnetar Financial LLC
  6. Comerica Bank
  7. Kingsview Wealth Management LLC
  8. Los Angeles Capital Management LLC
In the last year, company insiders that have sold SM Energy company stock include:
  1. Herbert S Vogel (CEO)
  2. David W Copeland (EVP)
  3. Julio M Quintana (Director)
  4. Kenneth J Knott (SVP)
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:
  1. Westwood Holdings Group Inc.
  2. Congress Asset Management Co. MA
  3. Price T Rowe Associates Inc. MD
  4. Empowered Funds LLC
  5. Jupiter Asset Management Ltd.
  6. Hillsdale Investment Management Inc.
  7. Foundry Partners LLC
  8. Edgestream Partners L.P.