SM Energy Co (SM)

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29,9
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Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
99.5
227 neu, 1111 erhöht, 140629,4M $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)

Score-Verlauf (90 Tage)

Stammdaten

Unternehmen

NameSM Energy Co
TickerSM
CIK0000893538

Branche

SIC-Code1311
BeschreibungCrude Petroleum & Natural Gas

Wertpapier

CUSIP78454L100
ISINUS78454L1008
TypCommon Stock
TitelSM ENERGY COMPANY

Status

Zuletzt geprüft2026-03-20 22:22:23.266662

Finanzkennzahlen (SEC XBRL)

PeriodeFilingUmsatzNettoergebnisEPSAktivaEigenkapital
2025-12-3110-K3,154,000,000648,000,0005.649,253,000,0004,810,000,000

Fondsaktivität (letzte 3 Quartale)

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
Blackstone Inc.2,648,1102,390,223257,8871,805,799,171,000Aufgestockt+10,8%
JANE STREET GROUP, LLC141,472,777148,100,976-6,628,19995,874,503,669Reduziert-4,5%
SUSQUEHANNA INTERNATIONAL GROUP, LLP113,925,870126,312,534-12,386,66477,361,412,878Reduziert-9,8%
BARCLAYS PLC107,449,774143,505,307-36,055,53373,080,347,994Reduziert-25,1%
CTC LLC1,069,9872,386,715-1,316,72864,788,340,205Reduziert-55,2%
JPMORGAN CHASE & CO47,664,16253,119,448-5,455,28630,444,684,332Reduziert-10,3%
GOLDMAN SACHS GROUP INC42,502,07460,480,783-17,978,70928,392,356,504Reduziert-29,7%
BlackRock, Inc.52,876,71662,749,969-9,873,25322,175,911,857Reduziert-15,7%
BANK OF AMERICA CORP /DE/32,224,44269,842,474-37,618,03221,032,226,270Reduziert-53,9%
MORGAN STANLEY31,031,45941,961,396-10,929,93720,028,889,688Reduziert-26,0%
WELLS FARGO & COMPANY/MN29,423,95617,088,41012,335,54619,671,600,988Aufgestockt+72,2%
WOLVERINE TRADING, LLC23,945,19925,028,188-1,082,98915,808,341,108Reduziert-4,3%
CAPSTONE INVESTMENT ADVISORS, LLC20,856,08026,016,702-5,160,62214,222,178,074Reduziert-19,8%
UBS Group AG18,763,46941,026,355-22,262,88612,353,433,835Reduziert-54,3%
NORTHERN TRUST CORP15,026,23815,138,394-112,1569,432,053,120Reduziert-0,7%
BANK OF MONTREAL /CAN/13,491,89015,921,199-2,429,3099,186,244,285Reduziert-15,3%
CITIGROUP INC10,848,0276,143,6194,704,4087,373,422,784Aufgestockt+76,6%
LPL Financial LLC10,407,04210,149,745257,2977,068,728,965Aufgestockt+2,5%
CARRONADE CAPITAL MANAGEMENT, LP7,125,0004,700,0002,425,0004,858,680,000Aufgestockt+51,6%
MILLENNIUM MANAGEMENT LLC9,730,0564,183,4625,546,5944,754,414,896Aufgestockt+132,6%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO5,952,7135,914,06738,6464,058,794,609Aufgestockt+0,7%
Capula Management Ltd5,920,7773,111,7142,809,0634,037,496,254Aufgestockt+90,3%
BNP PARIBAS FINANCIAL MARKETS2,766,5502,147,918618,6323,861,023,068Aufgestockt+28,8%
RAYMOND JAMES FINANCIAL INC5,497,9785,264,478233,5003,623,810,652Aufgestockt+4,4%
Bridgewater Associates, LP4,502,92704,502,9273,039,123,745Neu+100,0%
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND4,351,1554,553,047-201,8922,928,262,988Reduziert-4,4%
FMR LLC4,376,1363,998,327377,8092,901,826,171Aufgestockt+9,4%
US BANCORP \DE\4,285,2994,356,521-71,2222,894,695,962Reduziert-1,6%
Squarepoint Ops LLC4,311,2575,779,273-1,468,0162,836,830,182Reduziert-25,4%
TRUIST FINANCIAL CORP3,292,4343,351,991-59,5572,245,176,761Reduziert-1,8%
Jefferies Financial Group Inc.3,127,0723,966,539-839,4672,095,948,087Reduziert-21,2%
Creative Planning3,181,7623,120,42561,3372,058,942,108Aufgestockt+2,0%
Walleye Trading LLC2,928,06302,928,0631,957,777,024Neu+100,0%
Rockefeller Capital Management L.P.7,705,6962,656,0805,049,6161,935,636,525Aufgestockt+190,1%
Schonfeld Strategic Advisors LLC2,697,7692,531,238166,5311,817,279,616Aufgestockt+6,6%
Alberta Investment Management Corp2,708,03002,708,0301,804,035,425Neu+100,0%
National Mutual Insurance Federation of Agricultural Cooperatives2,617,8322,617,83201,785,151,997Unverändert0,0%
Focus Partners Wealth2,853,4512,462,854390,5971,603,729,397Aufgestockt+15,9%
Pathstone Holdings, LLC2,234,3772,284,474-50,0971,511,621,502Reduziert-2,2%
EMINENCE CAPITAL, LP2,065,00002,065,0001,375,661,700Neu+100,0%
HighTower Advisors, LLC2,629,32202,629,3221,350,094,251Neu+100,0%
Cerity Partners LLC2,229,0502,244,514-15,4641,324,567,875Reduziert-0,7%
STATE STREET CORP7,922,2517,894,38627,8651,256,916,519Aufgestockt+0,4%
Cetera Investment Advisers1,859,20401,859,2041,249,252,135Neu+100,0%
Polar Asset Management Partners Inc.1,795,0002,237,200-442,2001,224,046,400Reduziert-19,8%
COMMONWEALTH EQUITY SERVICES, LLC1,736,6931,835,700-99,0071,184,285,970Reduziert-5,4%
OLD MISSION CAPITAL LLC39,671,80032,427,7337,244,0671,180,026,729Aufgestockt+22,3%
STIFEL FINANCIAL CORP1,749,8801,674,31075,5701,145,590,310Aufgestockt+4,5%
Calamos Advisors LLC1,667,0672,015,516-348,4491,112,617,097Reduziert-17,3%
Optiver Holding B.V.1,597,2063,261,101-1,663,8951,089,166,716Reduziert-51,0%

Insider-Transaktionen (12 Monate)

DatumInsiderRolleTypStückzahlKursWert (USD)ΔTrend
2025-06-17Jenkins Richard A.Officer, Senior Vice President - UtahOpen Market Sale-7,72628.49-220,113.74-182,3%
2025-05-06Vogel Herbert SDirector, Officer, President & CEOOpen Market Purchase1,00021.3221,320.00+17,7%

Fail-to-Deliver (6 Monate)

DatumFTD-MengeKursWert (USD)
2026-02-2665822,0514.509
2026-02-232.20023,6652.052
2026-02-2025923,486.081
2026-02-171.02521,4621.997

Top-Fondshalter (aktuelles Quartal)

FondsAnteileWert (USD)Anteil (%)
Blackstone Inc.2,648,1101,805,799,171,00073.35
JANE STREET GROUP, LLC141,472,77795,874,503,6693.89
SUSQUEHANNA INTERNATIONAL GROUP, LLP113,925,87077,361,412,8783.14
BARCLAYS PLC107,449,77473,080,347,9942.97
CTC LLC1,069,98764,788,340,2052.63
JPMORGAN CHASE & CO47,664,16230,444,684,3321.24
GOLDMAN SACHS GROUP INC42,502,07428,392,356,5041.15
BlackRock, Inc.52,876,71622,175,911,8570.90
BANK OF AMERICA CORP /DE/32,224,44221,032,226,2700.85
MORGAN STANLEY31,031,45920,028,889,6880.81
WELLS FARGO & COMPANY/MN29,423,95619,671,600,9880.80
CAPSTONE INVESTMENT ADVISORS, LLC20,856,08014,222,178,0740.58
UBS Group AG18,763,46912,353,433,8350.50
NORTHERN TRUST CORP15,026,2389,432,053,1200.38
BANK OF MONTREAL /CAN/13,491,8909,186,244,2850.37
CITIGROUP INC10,848,0277,373,422,7840.30
LPL Financial LLC10,407,0427,068,728,9650.29
CARRONADE CAPITAL MANAGEMENT, LP7,125,0004,858,680,0000.20
MILLENNIUM MANAGEMENT LLC9,730,0564,754,414,8960.19
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO5,952,7134,058,794,6090.16