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 4 季 13F 持有人
SM Energy Co 在 2024/12/31 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
- 426
- 較 2024 年第 3 季 +12 家
- 持有股數
- 1.15 億
- 較 2024 年第 3 季 −84.2 萬 (−0.7%)
- 總市值
- $44.7 億
- 較 2024 年第 3 季 −$1.74 億 (−3.7%)
- 新進機構
- 69
- 另有 145 家加碼
- 清倉機構
- 57
- 另有 162 家減碼
另有 6 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Toroso Investments, LLC | 6,592 | $25.6 萬 | 0.00% | −4,531−40.7% | 減碼 |
| Stonehearth Capital Management, LLC | 6,528 | $25.3 萬 | 0.10% | −682−9.5% | 減碼 |
| AIA Group Ltd | 6,503 | $25.2 萬 | 0.01% | +6,503 | 新進 |
| Oakworth Capital, Inc. | 6,408 | $24.8 萬 | 0.02% | +6,408 | 新進 |
| Profund Advisors LLC | 6,383 | $24.7 萬 | 0.01% | +282+4.6% | 加碼 |
| CFM Wealth Partners LLC | 6,277 | $24.3 萬 | 0.04% | 00.0% | 不變 |
| Heritage Family Offices, LLP | 6,237 | $24.2 萬 | 0.12% | +726+13.2% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 6,037 | $23.4 萬 | 0.00% | −147−2.4% | 減碼 |
| Guggenheim Capital LLC | 5,888 | $22.8 萬 | 0.00% | −4,939−45.6% | 減碼 |
| Evergreen Capital Management LLC | 5,866 | $22.7 萬 | 0.01% | −1,886−24.3% | 減碼 |
| Syon Capital LLC | 5,726 | $22.2 萬 | 0.02% | +5,726 | 新進 |
| Neuberger Berman Group LLC | 5,704 | $22.1 萬 | 0.00% | −368−6.1% | 減碼 |
| CIBC World Markets Inc. | 5,690 | $22.1 萬 | 0.00% | −88−1.5% | 減碼 |
| Everence Capital Management Inc | 5,650 | $21.9 萬 | 0.01% | −25,960−82.1% | 減碼 |
| QRG Capital Management, Inc. | 5,633 | $21.8 萬 | 0.00% | −1,113−16.5% | 減碼 |
| Truist Financial Corp | 5,565 | $21.6 萬 | 0.00% | +188+3.5% | 加碼 |
| DekaBank Deutsche Girozentrale | 5,738 | $21.4 萬 | 0.00% | 00.0% | 不變 |
| Corton Capital Inc. | 5,486 | $21.3 萬 | 0.12% | +5,486 | 新進 |
| Portside Wealth Group, LLC | 5,482 | $21.2 萬 | 0.04% | +478+9.6% | 加碼 |
| GAMMA Investing LLC | 5,426 | $21.0 萬 | 0.02% | −1,636−23.2% | 減碼 |
| Hilltop Holdings Inc. | 5,395 | $20.9 萬 | 0.01% | +5,395 | 新進 |
| Numerai GP LLC | 5,360 | $20.8 萬 | 0.06% | +5,360 | 新進 |
| King Luther Capital Management Corp | 5,304 | $20.6 萬 | 0.00% | −2,400−31.2% | 減碼 |
| KBC Group NV | 4,854 | $18.8 萬 | 0.00% | +1,533+46.2% | 加碼 |
| Tower Research Capital LLC (TRC) | 4,730 | $18.3 萬 | 0.00% | +1,854+64.5% | 加碼 |
| IFP Advisors, Inc | 4,593 | $17.8 萬 | 0.01% | +6+0.1% | 加碼 |
| Smartleaf Asset Management LLC | 4,140 | $15.9 萬 | 0.02% | +3,470+517.9% | 加碼 |
| Plato Investment Management Ltd | 3,863 | $15.0 萬 | 0.01% | 00.0% | 不變 |
| Signaturefd, LLC | 2,885 | $11.2 萬 | 0.00% | +77+2.7% | 加碼 |
| CWM, LLC | 2,805 | $10.9 萬 | 0.00% | −48−1.7% | 減碼 |
| Cetera Trust Company, N.A | 2,440 | $9.46 萬 | 0.06% | −600−19.7% | 減碼 |
| Ci Investments Inc. | 2,398 | $9.30 萬 | 0.00% | −439−15.5% | 減碼 |
| Bayforest Capital Ltd | 2,389 | $9.26 萬 | 0.12% | +2,389 | 新進 |
| GWM Advisors LLC | 2,241 | $8.68 萬 | 0.00% | +10+0.4% | 加碼 |
| Global Retirement Partners, LLC | 2,179 | $8.45 萬 | 0.00% | +736+51.0% | 加碼 |
| Walleye Trading LLC | 2,159 | $8.37 萬 | 0.00% | −6,195−74.2% | 減碼 |
| Archer Investment Corp | 1,950 | $7.56 萬 | 0.02% | 00.0% | 不變 |
| Legacy Investment Solutions, LLC | 1,734 | $6.48 萬 | 0.04% | −173−9.1% | 減碼 |
| Legacy Wealth Managment, LLC | 1,734 | $6.48 萬 | 0.04% | −173−9.1% | 減碼 |
| R Squared Ltd | 1,570 | $6.09 萬 | 0.06% | +1,570 | 新進 |
| Farther Finance Advisors, LLC | 1,531 | $5.93 萬 | 0.00% | +1+0.1% | 加碼 |
| GW&K Investment Management, LLC | 1,456 | $5.60 萬 | 0.00% | −355−19.6% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 1,400 | $5.43 萬 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 1,254 | $4.86 萬 | 0.00% | −392−23.8% | 減碼 |
| EverSource Wealth Advisors, LLC | 1,189 | $4.61 萬 | 0.00% | −232−16.3% | 減碼 |
| Caitong International Asset Management Co., Ltd | 1,097 | $4.25 萬 | 0.04% | +1,097 | 新進 |
| Nomura Asset Management Co Ltd | 990 | $3.84 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 943 | $3.66 萬 | 0.00% | +34+3.7% | 加碼 |
| Harbor Capital Advisors, Inc. | 841 | $3.30 萬 | 0.00% | +101+13.6% | 加碼 |
| Global Wealth Strategies & Associates | 769 | $2.98 萬 | 0.01% | +4+0.5% | 加碼 |
| Umb Bank N A | 750 | $2.91 萬 | 0.00% | −86−10.3% | 減碼 |
| Lindbrook Capital, LLC | 668 | $2.59 萬 | 0.00% | −84−11.2% | 減碼 |
| Huntington National Bank | 657 | $2.55 萬 | 0.00% | +82+14.3% | 加碼 |
| Coppell Advisory Solutions LLC | 608 | $2.34 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 600 | $2.33 萬 | 0.00% | −164−21.5% | 減碼 |
| Byrne Asset Management LLC | 540 | $2.09 萬 | 0.01% | −240−30.8% | 減碼 |
| Hexagon Capital Partners LLC | 493 | $1.91 萬 | 0.00% | +194+64.9% | 加碼 |
| Massmutual Trust Co FSB | 487 | $1.89 萬 | 0.00% | −41−7.8% | 減碼 |
| Covestor Ltd | 476 | $1.80 萬 | 0.01% | +2+0.4% | 加碼 |
| Clearstead Advisors, LLC | 417 | $1.62 萬 | 0.00% | 00.0% | 不變 |
| EnRich Financial Partners LLC | 400 | $1.55 萬 | 0.01% | 00.0% | 不變 |
| Coastal Investment Advisors, Inc. | 362 | $1.47 萬 | 0.01% | +101+38.7% | 加碼 |
| Parallel Advisors, LLC | 372 | $1.44 萬 | 0.00% | +31+9.1% | 加碼 |
| Rise Advisors, LLC | 360 | $1.39 萬 | 0.01% | +2+0.6% | 加碼 |
| Bessemer Group Inc | 327 | $1.30 萬 | 0.00% | +123+60.3% | 加碼 |
| Cypress Capital Management LLC (WY) | 310 | $1.20 萬 | 0.01% | 00.0% | 不變 |
| Fortitude Family Office, LLC | 298 | $1.16 萬 | 0.00% | −45−13.1% | 減碼 |
| Steward Partners Investment Advisory, LLC | 289 | $1.12 萬 | 0.00% | +139+92.7% | 加碼 |
| Ronald Blue Trust, Inc. | 234 | $9,070 | 0.00% | −791−77.2% | 減碼 |
| LGT Financial Advisors LLC | 231 | $8,954 | 0.02% | 00.0% | 不變 |
| Richardson Financial Services Inc. | 228 | $8,772 | 0.01% | −182−44.4% | 減碼 |
| WealthCollab, LLC | 225 | $8,721 | 0.01% | 00.0% | 不變 |
| Allworth Financial LP | 197 | $8,231 | 0.00% | −82−29.4% | 減碼 |
| Private Trust Co NA | 195 | $7,558 | 0.00% | −20−9.3% | 減碼 |
| Addison Advisors LLC | 191 | $7,404 | 0.00% | −234−55.1% | 減碼 |
| Park Square Financial Group, LLC | 185 | $7,171 | 0.00% | +185 | 新進 |
| Bell Investment Advisors, Inc | 162 | $6,280 | 0.00% | −2−1.2% | 減碼 |
| Quarry LP | 141 | $5,465 | 0.00% | +141 | 新進 |
| Larson Financial Group LLC | 132 | $5,116 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 120 | $4,651 | 0.00% | +73+155.3% | 加碼 |
| Bryn Mawr Trust Co | 118 | $4,574 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 112 | $4,341 | 0.00% | +93+489.5% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $3,977 | 0.00% | 00.0% | 不變 |
| Cape Investment Advisory, Inc. | 101 | $3,915 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 100 | $3,876 | 0.00% | +18+22.0% | 加碼 |
| Skopos Labs, Inc. | 95 | $3,683 | 0.00% | +95 | 新進 |
| Barrow Hanley Mewhinney & Strauss LLC | 93 | $3,605 | 0.00% | +93 | 新進 |
| Leonteq Securities AG | 85 | $3,295 | 0.00% | −2,500−96.7% | 減碼 |
| Headlands Technologies LLC | 80 | $3,101 | 0.00% | −1,126−93.4% | 減碼 |
| Farmers & Merchants Investments Inc | 80 | $3,101 | 0.00% | 00.0% | 不變 |
| Hemington Wealth Management | 87 | $3,000 | 0.00% | +35+67.3% | 加碼 |
| LRI Investments, LLC | 75 | $2,890 | 0.00% | 00.0% | 不變 |
| New Wave Wealth Advisors LLC | 72 | $2,791 | 0.00% | +72 | 新進 |
| CVA Family Office, LLC | 71 | $2,752 | 0.00% | +45+173.1% | 加碼 |
| AdvisorNet Financial, Inc | 58 | $2,248 | 0.00% | −25−30.1% | 減碼 |
| Quent Capital, LLC | 54 | $2,096 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 50 | $1,938 | 0.00% | −9−15.3% | 減碼 |
| SRS Capital Advisors, Inc. | 45 | $1,744 | 0.00% | +19+73.1% | 加碼 |
| Cassady Schiller Wealth Management, LLC | 42 | $1,628 | 0.00% | +42 | 新進 |
| Proequities, Inc. | 38 | $1,587 | 0.00% | +4+11.8% | 加碼 |