SM Energy Co
SM- 交易所
- NYSE
- 產業
- Crude Petroleum & Natural Gas
- SEC CIK
- 0000893538
近 90 天,SM Energy Co 內部人申報 0 筆公開市場買進、2 筆賣出;2026 年第 2 季末有 499 家機構在 13F 申報持有,市值合計 $60.1 億;沒有大師持有。
2024 年第 3 季 13F 持有人
SM Energy Co 在 2024/9/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 420
- 較 2024 年第 2 季 0 家
- 持有股數
- 1.17 億
- 較 2024 年第 2 季 +2,245 萬 (+23.8%)
- 總市值
- $46.6 億
- 較 2024 年第 2 季 +$5.94 億 (+14.6%)
- 新進機構
- 68
- 另有 183 家加碼
- 清倉機構
- 68
- 另有 128 家減碼
另有 2 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 SM 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 499 | $60.1 億 |
| 2026 年第 1 季 | 514 | $70.8 億 |
| 2025 年第 4 季 | 345 | $21.1 億 |
| 2025 年第 3 季 | 383 | $29.3 億 |
| 2025 年第 2 季 | 372 | $28.3 億 |
| 2025 年第 1 季 | 404 | $34.8 億 |
| 2024 年第 4 季 | 426 | $44.7 億 |
| 2024 年第 3 季 | 420 | $46.6 億 |
| 2024 年第 2 季 | 422 | $49.2 億 |
| 2024 年第 1 季 | 390 | $57.1 億 |
| 2023 年第 4 季 | 370 | $42.5 億 |
| 2023 年第 3 季 | 373 | $42.1 億 |
| 2023 年第 2 季 | 309 | $34.4 億 |
| 2023 年第 1 季 | 296 | $30.4 億 |
| 2022 年第 4 季 | 342 | $39.0 億 |
| 2022 年第 3 季 | 310 | $41.3 億 |
| 2022 年第 2 季 | 310 | $37.1 億 |
| 2022 年第 1 季 | 302 | $40.8 億 |
| 2021 年第 4 季 | 262 | $30.5 億 |
| 2021 年第 3 季 | 238 | $27.4 億 |
| 2021 年第 2 季 | 226 | $25.3 億 |
| 2021 年第 1 季 | 184 | $16.2 億 |
2024 年第 3 季持有機構
每家機構持有 SM Energy Co 的股數、市值與佔組合比重;股數變化跟 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Portside Wealth Group, LLC | 5,004 | $20.0 萬 | 0.03% | +5,004 | 新進 |
| Aaron Wealth Advisors | 5,117 | $20.5 萬 | 0.02% | +83+1.6% | 加碼 |
| Zacks Investment Management | 5,157 | $20.6 萬 | 0.00% | +5,157 | 新進 |
| Inspire Advisors, LLC | 5,186 | $20.7 萬 | 0.03% | +5,186 | 新進 |
| Acadian Asset Management LLC | 5,313 | $21.2 萬 | 0.00% | +5,313 | 新進 |
| Truist Financial Corp | 5,377 | $21.5 萬 | 0.00% | −47,733−89.9% | 減碼 |
| Heritage Family Offices, LLP | 5,511 | $22.0 萬 | 0.11% | −365−6.2% | 減碼 |
| Baldwin Brothers Inc | 5,537 | $22.1 萬 | 0.02% | +5,537 | 新進 |
| DekaBank Deutsche Girozentrale | 5,738 | $22.7 萬 | 0.00% | 00.0% | 不變 |
| CIBC World Markets Inc. | 5,778 | $23.1 萬 | 0.00% | +5,778 | 新進 |
| Sequoia Financial Advisors, LLC | 5,843 | $23.4 萬 | 0.00% | +380+7.0% | 加碼 |
| Neuberger Berman Group LLC | 6,072 | $24.3 萬 | 0.00% | −3,328−35.4% | 減碼 |
| Profund Advisors LLC | 6,101 | $24.4 萬 | 0.01% | +21+0.3% | 加碼 |
| CFM Wealth Partners LLC | 6,277 | $25.1 萬 | 0.04% | −1,932−23.5% | 減碼 |
| Quantinno Capital Management LP | 6,316 | $25.2 萬 | 0.00% | +6,316 | 新進 |
| CIBC Private Wealth Group, LLC | 6,324 | $25.3 萬 | 0.00% | +675+11.9% | 加碼 |
| Jump Financial, LLC | 6,367 | $25.4 萬 | 0.01% | −115,965−94.8% | 減碼 |
| National Bank of Canada | 6,483 | $25.9 萬 | 0.00% | +6,483 | 新進 |
| Tocqueville Asset Management L.P. | 6,500 | $26.0 萬 | 0.00% | −4,270−39.6% | 減碼 |
| Quadrature Capital Ltd | 6,619 | $26.4 萬 | 0.01% | +6,619 | 新進 |
| Gibbs Wealth Management | 6,736 | $26.9 萬 | 0.09% | +1,138+20.3% | 加碼 |
| QRG Capital Management, Inc. | 6,746 | $27.0 萬 | 0.00% | +590+9.6% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 6,184 | $27.6 萬 | 0.00% | −532−7.9% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 6,938 | $27.7 萬 | 0.00% | +6,938 | 新進 |
| Principal Securities, Inc. | 7,037 | $28.1 萬 | 0.01% | −46−0.6% | 減碼 |
| Captrust Financial Advisors | 7,037 | $28.1 萬 | 0.00% | +7,037 | 新進 |
| GAMMA Investing LLC | 7,062 | $28.2 萬 | 0.03% | +505+7.7% | 加碼 |
| Stonehearth Capital Management, LLC | 7,210 | $28.8 萬 | 0.11% | +7,210 | 新進 |
| ClearAlpha Technologies LP | 7,282 | $29.1 萬 | 0.12% | −387−5.0% | 減碼 |
| CAPROCK Group, Inc. | 7,355 | $29.4 萬 | 0.01% | +26+0.4% | 加碼 |
| Crossmark Global Holdings, Inc. | 7,424 | $29.7 萬 | 0.01% | −49−0.7% | 減碼 |
| Cim Investment Mangement Inc | 7,581 | $30.3 萬 | 0.09% | 00.0% | 不變 |
| Shell Asset Management Co | 7,611 | $30.4 萬 | 0.01% | +7,611 | 新進 |
| King Luther Capital Management Corp | 7,704 | $30.8 萬 | 0.00% | +2,400+45.2% | 加碼 |
| Evergreen Capital Management LLC | 7,752 | $31.0 萬 | 0.01% | +2,348+43.4% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 7,773 | $31.1 萬 | 0.00% | +7,773 | 新進 |
| Gallacher Capital Management LLC | 7,856 | $31.4 萬 | 0.14% | +7,856 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 7,932 | $31.7 萬 | 0.00% | +127+1.6% | 加碼 |
| Xponance, Inc. | 7,949 | $31.8 萬 | 0.00% | −244−3.0% | 減碼 |
| Lee Financial Co | 8,000 | $32.0 萬 | 0.05% | +8,000 | 新進 |
| MML Investors Services, LLC | 8,011 | $32.0 萬 | 0.00% | −487−5.7% | 減碼 |
| Walleye Trading LLC | 8,354 | $33.4 萬 | 0.01% | +3,392+68.4% | 加碼 |
| Quadrant Capital Group LLC | 8,373 | $33.5 萬 | 0.02% | +69+0.8% | 加碼 |
| Penserra Capital Management LLC | 8,665 | $34.6 萬 | 0.01% | +1,035+13.6% | 加碼 |
| B&L Asset Management LLC | 8,778 | $35.1 萬 | 0.22% | +8,778 | 新進 |
| Prudential PLC | 8,793 | $35.1 萬 | 0.00% | +8,793 | 新進 |
| nVerses Capital, LLC | 8,900 | $35.6 萬 | 0.16% | +5,500+161.8% | 加碼 |
| Alps Advisors Inc | 8,980 | $35.9 萬 | 0.00% | +1,362+17.9% | 加碼 |
| Park Avenue Securities LLC | 8,995 | $36.0 萬 | 0.00% | −3,724−29.3% | 減碼 |
| Bridgefront Capital, LLC | 9,386 | $37.5 萬 | 0.14% | +9,386 | 新進 |
| Legacy Capital Wealth Partners, LLC | 9,498 | $38.0 萬 | 0.08% | +9,498 | 新進 |
| Verdence Capital Advisors LLC | 9,523 | $38.1 萬 | 0.03% | −62,314−86.7% | 減碼 |
| Systematic Financial Management LP | 9,641 | $38.5 萬 | 0.01% | +9,641 | 新進 |
| Aristeia Capital LLC | 9,849 | $39.4 萬 | 0.01% | +9,849 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 9,961 | $39.7 萬 | 0.00% | −3,092−23.7% | 減碼 |
| AdvisorShares Investments LLC | 10,032 | $40.1 萬 | 0.08% | +664+7.1% | 加碼 |
| First National Advisers, LLC | 10,165 | $40.6 萬 | 0.06% | +2,087+25.8% | 加碼 |
| Quantedge Capital Pte Ltd | 10,300 | $41.2 萬 | 0.12% | −64,000−86.1% | 減碼 |
| Guggenheim Capital LLC | 10,827 | $43.3 萬 | 0.00% | −7,340−40.4% | 減碼 |
| Miller Howard Investments Inc | 10,895 | $43.5 萬 | 0.01% | +5,582+105.1% | 加碼 |
| DGS Capital Management, LLC | 10,910 | $43.6 萬 | 0.12% | +5,119+88.4% | 加碼 |
| Petrus Trust Company, LTA | 10,962 | $43.8 萬 | 0.04% | +6,037+122.6% | 加碼 |
| Toroso Investments, LLC | 11,123 | $44.5 萬 | 0.00% | +11,123 | 新進 |
| Kestra Advisory Services, LLC | 11,161 | $44.6 萬 | 0.00% | +100+0.9% | 加碼 |
| Texas Yale Capital Corp. | 11,169 | $44.6 萬 | 0.02% | 00.0% | 不變 |
| Blair William & Co | 11,225 | $44.9 萬 | 0.00% | −25−0.2% | 減碼 |
| CWM Advisors, LLC | 11,359 | $45.4 萬 | 0.05% | +2,277+25.1% | 加碼 |
| Meritage Portfolio Management | 11,453 | $45.8 萬 | 0.03% | +965+9.2% | 加碼 |
| Cornercap Investment Counsel Inc | 11,461 | $45.8 萬 | 0.14% | +11,461 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 11,537 | $46.1 萬 | 0.00% | +492+4.5% | 加碼 |
| Ameritas Investment Partners, Inc. | 11,591 | $46.3 萬 | 0.02% | +381+3.4% | 加碼 |
| Bailard, Inc. | 11,609 | $46.4 萬 | 0.01% | +1,909+19.7% | 加碼 |
| Summit Global Investments | 11,773 | $47.1 萬 | 0.03% | −7−0.1% | 減碼 |
| HighTower Advisors, LLC | 11,867 | $47.3 萬 | 0.00% | +1,187+11.1% | 加碼 |
| Capital Counsel LLC | 11,905 | $47.6 萬 | 0.02% | −2,500−17.4% | 減碼 |
| Martingale Asset Management L P | 12,750 | $51.0 萬 | 0.01% | −1,300−9.3% | 減碼 |
| Cornerstone Investment Partners, LLC | 12,874 | $51.5 萬 | 0.03% | −1,148−8.2% | 減碼 |
| Convergence Investment Partners, LLC | 13,169 | $52.6 萬 | 0.14% | +13,169 | 新進 |
| Magnetar Financial LLC | 13,806 | $55.2 萬 | 0.01% | +13,806 | 新進 |
| SG Americas Securities, LLC | 13,805 | $55.2 萬 | 0.00% | +9,793+244.1% | 加碼 |
| Paloma Partners Management Co | 13,872 | $55.4 萬 | 0.03% | +13,872 | 新進 |
| Public Employees Retirement Association of Colorado | 14,029 | $56.1 萬 | 0.00% | 00.0% | 不變 |
| Jacobs Levy Equity Management, Inc | 14,278 | $57.1 萬 | 0.00% | −57,634−80.1% | 減碼 |
| AXA S.A. | 14,453 | $57.8 萬 | 0.00% | −36,847−71.8% | 減碼 |
| Scientech Research LLC | 14,841 | $59.3 萬 | 0.12% | −5,797−28.1% | 減碼 |
| Brinker Capital Investments, LLC | 14,849 | $59.4 萬 | 0.01% | −13,353−47.3% | 減碼 |
| Orion Portfolio Solutions, LLC | 14,849 | $59.4 萬 | 0.01% | −13,353−47.3% | 減碼 |
| Moody National Bank Trust Division | 15,000 | $60.0 萬 | 0.06% | 00.0% | 不變 |
| Henshaw Capital LLC | 15,327 | $61.3 萬 | 0.03% | 00.0% | 不變 |
| Quest Partners LLC | 15,633 | $62.5 萬 | 0.06% | +15,633 | 新進 |
| Sterling Capital Management LLC | 16,282 | $65.1 萬 | 0.01% | +16,282 | 新進 |
| Pictet Asset Management Holding SA | 16,306 | $65.2 萬 | 0.00% | +1,564+10.6% | 加碼 |
| Sippican Capital Advisors | 16,900 | $67.5 萬 | 0.47% | −25−0.1% | 減碼 |
| Mutual of America Capital Management LLC | 17,209 | $68.8 萬 | 0.01% | −1,699−9.0% | 減碼 |
| Vident Advisory, LLC | 18,015 | $72.0 萬 | 0.02% | +1,552+9.4% | 加碼 |
| Diversified Trust Co | 18,687 | $74.7 萬 | 0.02% | +593+3.3% | 加碼 |
| Wakefield Asset Management LLLP | 18,859 | $75.4 萬 | 0.25% | −255−1.3% | 減碼 |
| Natixis | 19,900 | $79.5 萬 | 0.00% | +19,900 | 新進 |
| RSM US Wealth Management LLC | 19,525 | $80.7 萬 | 0.01% | +1,367+7.5% | 加碼 |
| Pitcairn Co | 21,046 | $84.1 萬 | 0.05% | +4,734+29.0% | 加碼 |