SM Energy Co - COM (SM)

Historical Portfolio Holders from Q1 2014 to Q3 2024

All holders as of September 30, 2024
Q3 2024
Type / Class
Equity / COM
Shares, excl. options Q3 2024
116M
Holdings value Q3 2024
$4.66B
Value change Q3 2024
+$158M
Grand Portfolio weight change Q3 2024
+0%
Number of holders
410
Number of buys Q3 2024
237
Number of sells Q3 2024
-193
Average buys Q3 2024 %
+0.001%
Average sells Q3 2024 %
-0.004%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Period Shares, Excl. Options Value, Excl. Options Change Price Investors
2024 Q3 116M $4.66B +$158M $39.97 413
2024 Q2 114M $4.93B -$38.3M $43.23 416
2024 Q1 115M $5.71B +$293M $49.85 386
2023 Q4 110M $4.24B +$138M $38.72 364
2023 Q3 106M $4.21B -$71.3M $39.65 366
2023 Q2 108M $3.41B +$28.7M $31.63 302
2023 Q1 107M $3.02B -$162M $28.16 293
2022 Q4 112M $3.89B +$40.3M $34.83 340
2022 Q3 110M $4.13B +$50M $37.61 304
2022 Q2 108M $3.71B +$139M $34.19 302
2022 Q1 105M $4.08B +$62.3M $38.95 291
2021 Q4 104M $3.05B +$4.61M $29.48 256
2021 Q3 104M $2.74B +$44.4M $26.38 232
2021 Q2 103M $2.53B +$99.7M $24.63 220
2021 Q1 99.1M $1.62B +$223M $16.37 176
2020 Q4 86.6M $530M +$49.2M $6.12 166
2020 Q3 79M $126M -$54.6M $1.59 156
2020 Q2 100M $375M -$7.35M $3.75 172
2020 Q1 111M $135M -$169M $1.22 158
2019 Q4 112M $1.26B -$16M $11.24 206
2019 Q3 115M $1.11B -$30.4M $9.69 205
2019 Q2 116M $1.45B +$38M $12.52 216
2019 Q1 112M $1.97B -$182M $17.49 242
2018 Q4 123M $1.91B -$59.5M $15.48 229
2018 Q3 121M $3.82B -$288M $31.53 270
2018 Q2 130M $3.35B -$72.7M $25.69 266
2018 Q1 134M $2.42B +$64M $18.03 239
2017 Q4 129M $2.85B +$260M $22.08 247
2017 Q3 118M $2.09B +$171M $17.74 233
2017 Q2 109M $1.8B -$63.9M $16.53 247
2017 Q1 109M $2.64B +$382M $24.02 258
2016 Q4 99.5M $3.44B +$399M $34.48 301
2016 Q3 86.7M $3.36B +$566M $38.58 261
2016 Q2 72.8M $1.97B -$267M $27.00 222
2016 Q1 82.5M $1.56B -$66.6M $18.74 212
2015 Q4 87M $1.72B +$222M $19.66 236
2015 Q3 74.7M $2.41B +$183M $32.04 258
2015 Q2 68.6M $3.17B +$187M $46.12 278
2015 Q1 62.3M $3.22B -$21.1M $51.68 284
2014 Q4 63.4M $2.45B -$120M $38.58 269
2014 Q3 64.1M $4.99B +$132M $78.00 313
2014 Q2 62M $5.22B +$177M $84.10 310
2014 Q1 59.7M $4.26B -$191M $71.29 298