SM Energy Company (SM)
NYSE: SM · Crude Petroleum & Natural Gas · Denver, CO · filing with the SEC since 1996
Grade5.3
◀ Past 4.1● Present 5.6▶ Future 6.8
Who owns SM Energy Company
As filed with the SECHolders of 5% or more
5
Blackrock, Inc. holds 14% of Common Stock, as its SCHEDULE 13G/A filed Mar 4, 2026 says.
Directors and officers
19
report now, of 33 people on the record since 2006. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 5 named at left.
Holders of 5% or moreshare of the class, as filed
Blackrock, Inc.
SCHEDULE 13G/A · filed Mar 4, 2026 · Common Stock · 9.5% in Feb 6, 2026
Vanguard Portfolio Management
SCHEDULE 13G · filed Apr 29, 2026 · Common Stock
CPPIB Crestone Peak Resources Canada Inc.
SCHEDULE 13G/A · filed May 15, 2026 · Common Stock · 6.1% in May 15, 2026
Aristeia Capital, L.L.C.
SCHEDULE 13G · filed Aug 14, 2026 · Common stock, $0.01 par value
Vanguard Capital Management
SCHEDULE 13G · filed Apr 30, 2026 · Common Stock
State Street Corporation
SCHEDULE 13G · filed Aug 7, 2026 · COMMON STOCK · reported falling below 5%
Dimensional Fund Advisors LP
SCHEDULE 13G/A · filed Jan 21, 2026 · Common Stock · reported falling below 5%
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%, from 12.1% in Oct 31, 2025
What SM reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
Civitas Resources Merger
A company bought · acquisition · owns, named in the 10-K filed Feb 26, 2026
Uinta Basin Acquisition
A company bought · asset acquisition · owns, named in the 10-K filed Feb 26, 2026
Insider tradesForm 4
3sales
0purchases
0sales on a scheduled plan
3people selling
$1.6Msold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Sep 30, 2025 to Sep 30, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Sep 30, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window3 of 33 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Peru Ramiro G | director | 1 | $800,000 | 0 | 0 | $0 |
| Lebeck James Barker | EVP, GC & Corp Secretary | 1 | $600,000 | 0 | 0 | $0 |
| Venkatraman Ashwin | director | 1 | $100,000 | 0 | 0 | $0 |