SM Energy Company
US ˙ NYSE ˙ US78454L1008

SecuritySM / SM Energy Company
InstitutionCerity Partners LLC
Latest Disclosed Ownership108,213 shares
Latest Disclosed Value $ 3,374,087
Cerity Partners LLC reports 196.21% increase in ownership of SM / SM Energy Company

On May 15, 2026 - Cerity Partners LLC filed a 13F-HR form disclosing ownership of 108,213 shares of SM Energy Company (US:SM) valued at $3,374,081 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 36,532 shares of SM Energy Company. This represents a change in shares of 196.21% during the quarter. The current value of the position is $3,674,913 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F SM ENERGY COM 78454L100 108,213 71,681 196.21 3,374 394.00 0.0024
2026-02-11 2025-12-31 13F SM ENERGY COM 78454L100 36,532 -5,751 -13.60 683 -35.26 0.0010
2025-10-22 2025-09-30 13F SM ENERGY COM 78454L100 42,283 2,905 7.38 1,056 8.43 0.0017
2025-08-13 2025-06-30 13F SM ENERGY Stock 78454L100 39,378 7,229 22.49 973 1.14 0.0017
2025-04-30 2025-03-31 13F SM ENERGY Stock 78454L100 32,149 -12,302 -27.68 963 -44.36 0.0020
2025-02-13 2024-12-31 13F SM ENERGY Stock 78454L100 44,451 -3,668 -7.62 1,729 -10.09 0.0038
2024-11-12 2024-09-30 13F SM ENERGY Stock 78454L100 48,119 4,471 10.24 1,923 1.96 0.0043
2024-08-13 2024-06-30 13F SM ENERGY COM 78454L100 43,648 -24,411 -35.87 1,887 -44.40 0.0050
2024-05-14 2024-03-31 13F SM ENERGY Equities 78454L100 68,059 24,609 56.64 3,393 101.66 0.0090
2024-01-26 2023-12-31 13F SM ENERGY Equity 78454L100 43,450 19,861 84.20 1,682 79.89 0.0055
2023-11-14 2023-09-30 13F SM ENERGY Equities 78454L100 23,589 1,938 8.95 935 36.70 0.0045
2023-08-14 2023-06-30 13F SM ENERGY Equities 78454L100 21,651 135 0.63 685 13.06 0.0027
2023-05-11 2023-03-31 13F SM ENERGY Stock 78454L100 21,516 138 0.65 606 -18.68 0.0014
2023-02-15 2022-12-31 13F SM ENERGY Stock 78454L100 21,378 -601 -2.73 745 -10.04 0.0048
2022-11-14 2022-09-30 13F SM ENERGY Stock 78454L100 21,979 -907 -3.96 827 5.75 0.0099
2022-08-10 2022-06-30 13F SM ENERGY Equities 78454L100 22,886 405 1.80 782 -10.73 0.0086
2022-04-25 2022-03-31 13F SM ENERGY Stock 78454L100 22,481 -169 -0.75 876 31.33 0.0136
2022-02-14 2021-12-31 13F SM ENERGY Stock 78454L100 22,650 402 1.81 667 13.63 0.0102
2021-10-25 2021-09-30 13F SM Energy Stock 78454L100 22,248 21 0.09 587 7.31 0.0129
2021-08-11 2021-06-30 13F SM ENERGY Stock 78454L100 22,227 0 0.00 547 50.27 0.0120
2021-08-11 2021-03-31 13F/A-1 SM ENERGY Stock 78454L100 22,227 0 0.00 364 167.65 0.0086
2021-05-12 2021-03-31 13F SM ENERGY Stock 78454L100 22,227 0 364 0.0108
2021-02-11 2020-12-31 13F SM ENERGY Stock 78454L100 22,227 -33,549 -60.15 136 52.81 0.0044
2020-11-12 2020-09-30 13F SM ENERGY COM 78454L100 55,776 0 0.00 89 -57.42 0.0037
2020-08-17 2020-06-30 13F/A-1 SM ENERGY COM 78454L100 55,776 0 0.00 209 207.35 0.0115
2020-08-14 2020-06-30 13F SM ENERGY COM 78454L100 55,776 0 209 11,526.8498
2020-05-14 2020-03-31 13F SM ENERGY COM 78454L100 55,776 0 0.00 68 -89.15 0.0043
2020-02-14 2019-12-31 13F SM ENERGY COM 78454L100 55,776 -201 -0.36 627 15.68 0.0320
2019-10-30 2019-09-30 13F SM ENERGY COM 78454L100 55,977 201 0.36 542 -22.35 0.0318
2019-08-14 2019-06-30 13F SM ENERGY COM 78454L100 55,776 -416 -0.74 698 -28.99 0.0440
2019-05-14 2019-03-31 13F SM ENERGY COM 78454L100 56,192 213 0.38 983 13.38 0.0662
2019-02-06 2018-12-31 13F SM ENERGY COM 78454L100 55,979 85 0.15 867 -50.79 0.0581
2018-11-15 2018-09-30 13F SM ENERGY COM 78454L100 55,894 86 0.15 1,762 22.87 0.1220
2018-08-15 2018-06-30 13F SM ENERGY COM 78454L100 55,808 32 0.06 1,434 42.54 0.1059
2018-05-15 2018-03-31 13F SM ENERGY COM 78454L100 55,776 -38 -0.07 1,006 -18.34 0.0769
2018-02-14 2017-12-31 13F SM Energy COM 78454L100 55,814 38 0.07 1,232 24.57 0.0827
2017-11-13 2017-09-30 13F SM ENERGY COM 78454L100 55,776 55,776 989 0.0700
2017-08-10 2017-06-30 13F SM Energy COM 78454L100 0 -55,976 -100.00 0 -100.00
2017-05-02 2017-03-31 13F SM Energy COM 78454L100 55,976 55,976 1,345 0.1123
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.