Effectdossier · gearchiveerd kwartaal
SM
SM Energy Company · Energy · Oil & Gas Exploration & Production
128Gevolgde houders
+20Δ houders
166.05MGehouden aandelen
$5.18BGerapporteerde waarde
+27Nieuwe posities
−7Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +18.5% ·
aandelenstroom +30.0% ·
netto nieuwe posities +15.6%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 123 | -2 | 164.13M | $4.29B | +5 | −7 |
| Q1 2026 | 128 | +20 | 166.05M | $5.18B | +27 | −7 |
| Q4 2025 | 107 | -2 | 94.11M | $1.76B | +1 | −3 |
| Q3 2025 | 21 | +1 | 58.80M | $1.47B | +1 | — |
| Q2 2025 | 17 | +1 | 48.71M | $1.20B | +1 | — |
| Q1 2025 | 13 | -1 | 15.72M | $470.95M | — | −1 |
| Q4 2024 | 14 | +1 | 13.68M | $530.41M | +1 | — |
| Q3 2024 | 12 | 0 | 7.65M | $305.95M | — | — |
| Q2 2024 | 12 | — | 9.91M | $428.62M | — | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passief) | 38.43M | +83.6% | $1.20B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | BlackRock ✦ (passief) | 38.43M | +83.6% | $1.20B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | BlackRock ✦ (passief) | 38.43M | +83.6% | $1.20B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | BlackRock ✦ (passief) | 38.43M | +83.6% | $1.20B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | BlackRock ✦ (passief) | 38.43M | +83.6% | $1.20B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | BlackRock ✦ (passief) | 38.43M | +83.6% | $1.20B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | BlackRock ✦ (passief) | 38.43M | +83.6% | $1.20B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | BlackRock ✦ (passief) | 38.43M | +83.6% | $1.20B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | BlackRock ✦ (passief) | 38.43M | +83.6% | $1.20B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | BlackRock ✦ (passief) | 38.43M | +83.6% | $1.20B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | BlackRock ✦ (passief) | 38.43M | +83.6% | $1.20B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | BlackRock ✦ (passief) | 38.43M | +83.6% | $1.20B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | BlackRock ✦ (passief) | 38.43M | +83.6% | $1.20B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | BlackRock ✦ (passief) | 38.43M | +83.6% | $1.20B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Canada Pension Plan Investment Board | 14.49M | +2296.1% | $451.92M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 16 | State Street Global Advisors ✦ (passief) | 12.50M | +99.7% | $389.62M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 17 | Vanguard Capital Management Llc | 10.54M | — | $328.57M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Dimensional Fund Advisors Lp | 10.00M | +79.5% | $311.68M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 19 | Dimensional Fund Advisors Lp | 10.00M | +79.5% | $311.68M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 20 | Dimensional Fund Advisors Lp | 10.00M | +79.5% | $311.68M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 21 | Dimensional Fund Advisors Lp | 10.00M | +79.5% | $311.68M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 22 | Dimensional Fund Advisors Lp | 10.00M | +79.5% | $311.68M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 23 | American Century Companies Inc | 8.92M | +88.4% | $278.24M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 24 | Geode Capital Management ✦ (passief) | 5.70M | +109.4% | $177.72M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 25 | Geode Capital Management ✦ (passief) | 5.70M | +109.4% | $177.72M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 26 | Millennium Management ✦ | 5.03M | +77.5% | $156.93M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 4.05M | +32.2% | $130.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 4.05M | +32.2% | $130.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 4.05M | +32.2% | $130.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 4.05M | +32.2% | $130.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 4.05M | +32.2% | $130.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 4.05M | +32.2% | $130.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 4.05M | +32.2% | $130.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 4.05M | +32.2% | $130.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 4.05M | +32.2% | $130.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 4.02M | +3136.3% | $125.29M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 4.02M | +3136.3% | $125.29M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 4.02M | +3136.3% | $125.29M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 3.51M | +105.7% | $109.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 3.51M | +105.7% | $109.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 3.51M | +105.7% | $109.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 3.51M | +105.7% | $109.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 3.51M | +105.7% | $109.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 3.51M | +105.7% | $109.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 3.51M | +105.7% | $109.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 3.51M | +105.7% | $109.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 3.51M | +105.7% | $109.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 3.51M | +105.7% | $109.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Nomura Asset Management… | 2.94M | +1.5% | $91.74M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 50 | Charles Schwab Investment… | 2.90M | +111.0% | $90.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Wellington Management ✦ | 2.75M | +1779.5% | $85.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Wellington Management ✦ | 2.75M | +1779.5% | $85.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Wellington Management ✦ | 2.75M | +1779.5% | $85.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Wellington Management ✦ | 2.75M | +1779.5% | $85.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Mackenzie Financial Corp | 2.68M | Nieuw | $83.46M | 0.1% | New | 1 | SEC ↗ |
| 56 | Northern Trust Corp | 2.65M | +116.1% | $82.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Northern Trust Corp | 2.65M | +116.1% | $82.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Northern Trust Corp | 2.65M | +116.1% | $82.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Northern Trust Corp | 2.65M | +116.1% | $82.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Northern Trust Corp | 2.65M | +116.1% | $82.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Northern Trust Corp | 2.65M | +116.1% | $82.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Goldman Sachs Group ✦ | 2.41M | +170.4% | $75.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Goldman Sachs Group ✦ | 2.41M | +170.4% | $75.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Goldman Sachs Group ✦ | 2.41M | +170.4% | $75.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Goldman Sachs Group ✦ | 2.41M | +170.4% | $75.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Nuveen, LLC | 2.36M | +183.3% | $73.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Nuveen, LLC | 2.36M | +183.3% | $73.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Nuveen, LLC | 2.36M | +183.3% | $73.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | UBS Group AG | 2.08M | +212.3% | $64.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | UBS Group AG | 2.08M | +212.3% | $64.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | UBS Group AG | 2.08M | +212.3% | $64.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Bank of New York Mellon Corp | 1.42M | +95.5% | $44.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Bank of New York Mellon Corp | 1.42M | +95.5% | $44.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Bank of New York Mellon Corp | 1.42M | +95.5% | $44.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Bank of New York Mellon Corp | 1.42M | +95.5% | $44.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Bank of New York Mellon Corp | 1.42M | +95.5% | $44.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Bank of New York Mellon Corp | 1.42M | +95.5% | $44.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Bank of New York Mellon Corp | 1.42M | +95.5% | $44.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Bank of New York Mellon Corp | 1.42M | +95.5% | $44.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Bank of New York Mellon Corp | 1.42M | +95.5% | $44.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Bank of New York Mellon Corp | 1.42M | +95.5% | $44.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | First Trust Advisors Lp | 1.29M | +72.8% | $40.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Bank Of America Corp /De/ | 1.26M | -11.2% | $39.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Bank Of America Corp /De/ | 1.26M | -11.2% | $39.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Bank Of America Corp /De/ | 1.26M | -11.2% | $39.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Bank Of America Corp /De/ | 1.26M | -11.2% | $39.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Gotham Asset Management ✦ | 1.23M | +11232.0% | $38.30M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 88 | Invesco Ltd. | 1.14M | +49.1% | $35.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Invesco Ltd. | 1.14M | +49.1% | $35.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Invesco Ltd. | 1.14M | +49.1% | $35.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Invesco Ltd. | 1.14M | +49.1% | $35.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | Invesco Ltd. | 1.14M | +49.1% | $35.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Invesco Ltd. | 1.14M | +49.1% | $35.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | Invesco Ltd. | 1.14M | +49.1% | $35.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Victory Capital Management Inc | 1.13M | +37.9% | $35.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Principal Financial Group Inc | 1.10M | +101.7% | $34.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Principal Financial Group Inc | 1.10M | +101.7% | $34.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | AQR Capital Management ✦ | 1.08M | +120.6% | $33.64M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 99 | AQR Capital Management ✦ | 1.08M | +120.6% | $33.64M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 100 | AQR Capital Management ✦ | 1.08M | +120.6% | $33.64M | 0.0% | ▲ Add | 8 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Mackenzie Financial Corp | $83.46M | 0.1% |
Verlaten
| D. E. Shaw & Co. | $26.42M | was 0.0% |
| Point72 Asset Management | $26.07M | was 0.0% |
| Connor, Clark & Lunn… | $5.18M | was 0.0% |
| Two Sigma Investments | $4.97M | was 0.0% |
| Aberdeen Group plc | $4.54M | was 0.0% |
| Healthcare Of Ontario Pension… | $1.10M | was 0.0% |
| Bridgewater Associates | $888,512 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 509 houders, 223.04M aandelen, $6.87B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Open-market aankopen (P)
Geen open-market insider-aankopen in ons dekkingsvenster.
Open-market verkopen (S)
Aug 21
Lebeck James Barker
Officer · 17.50K aand · $647,850
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie
Aug 14
SC 13G — ARISTEIA CAPITAL, L.L.C.
Aug 07
SC 13G — STATE STREET CORP
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q1 2026 ·
Methodologie ·
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