SM Energy Company
US ˙ NYSE ˙ US78454L1008

SecuritySM / SM Energy Company
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership17,691 shares
Latest Disclosed Value $ 551,605
IFP Advisors, Inc reports 4.47% increase in ownership of SM / SM Energy Company

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 17,691 shares of SM Energy Company (US:SM) valued at $551,605 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 16,934 shares of SM Energy Company. This represents a change in shares of 4.47% during the quarter. The current value of the position is $600,786 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)
2026-04-13 2026-03-31 13F SM ENERGY cs 78454L100 17,691 757 4.47 552 74.37 0.0114
2026-02-06 2025-12-31 13F SM ENERGY cs 78454L100 16,934 -197 -1.15 317 -26.00 0.0071
2026-02-06 2025-09-30 13F/A-1 SM ENERGY cs 78454L100 17,131 -1,086 -5.96 428 -5.11 0.0111
2025-12-02 2025-09-30 13F SM ENERGY cs 78454L100 17,088 -1,129 429 0.0111
2025-07-24 2025-06-30 13F SM ENERGY cs 78454L100 18,217 -2,425 -11.75 451 -27.18 0.0128
2025-05-05 2025-03-31 13F SM ENERGY cs 78454L100 20,642 16,049 349.42 618 247.19 0.0191
2025-02-04 2024-12-31 13F SM ENERGY cs 78454L100 4,593 6 0.13 178 -2.73 0.0058
2025-02-04 2024-09-30 13F SM ENERGY cs 78454L100 4,587 3,836 510.79 183 471.88 0.0066
2024-07-30 2024-06-30 13F SM ENERGY cs 78454L100 751 660 725.27 32 700.00 0.0013
2024-07-30 2024-03-31 13F SM ENERGY cs 78454L100 91 -91 -50.00 5 -42.86 0.0002
2024-01-09 2023-12-31 13F SM ENERGY cs 78454L100 182 -159 -46.63 7 -46.15 0.0003
2023-10-12 2023-09-30 13F SM ENERGY cs 78454L100 341 -539 -61.25 14 -51.85 0.0006
2023-08-14 2023-06-30 13F/A-1 SM ENERGY cs 78454L100 880 747 561.65 28 800.00 0.0012
2023-08-04 2023-06-30 13F SM ENERGY cs 78454L100 880 747 20 0.0009
2023-04-18 2023-03-31 13F SM ENERGY cs 78454L100 133 -1,393 -91.28 3 0.0001
2023-02-07 2022-12-31 13F SM ENERGY cs 78454L100 1,526 922 152.65 0 -100.00 0.0011
2022-11-08 2022-09-30 13F SM ENERGY cs 78454L100 604 -52 -7.93 24 -7.69 0.0006
2022-09-06 2022-06-30 13F/A-1 SM ENERGY cs 78454L100 656 0 0.00 26 0.00 0.0008
2022-09-06 2022-03-31 13F/A-1 SM ENERGY cs 78454L100 656 656 26 0.0008
2021-07-13 2021-06-30 13F SM ENERGY CO COM Stock 78454L100 0 0 0 0.0000
2021-04-30 2021-03-31 13F SM ENERGY CO COM Stock 78454L100 0 0 0 0.0000
2021-01-25 2020-12-31 13F SM ENERGY CO COM Stock 78454L100 0 0 0 0.0000
2020-10-29 2020-09-30 13F SM ENERGY CO COM Stock 78454L100 0 0 0 0.0000
2020-08-05 2020-06-30 13F SM ENERGY CO COM Stock 78454L100 0 0 0 0.0000
2020-05-12 2020-03-31 13F SM ENERGY CO COM Stock 78454L100 0 0 0 0.0000
2020-01-17 2019-12-31 13F SM ENERGY CO COM Stock 78454L100 0 -76 -100.00 0 -100.00
2019-11-07 2019-09-30 13F SM ENERGY CO COM Stock 78454L100 76 -206 -73.05 1 -80.00 0.0001
2019-05-15 2019-03-31 13F SM ENERGY Stock 78454L100 282 85 43.15 5 66.67 0.0007
2019-06-03 2018-12-31 13F/A-10 SM ENERGY CO COM Stock 78454L100 197 -4,144 -95.46 3 -97.81 0.0002
2019-01-23 2018-12-31 13F SM ENERGY CO COM Stock 78454L100 197 -4,144 3 0.0002
2019-06-03 2018-09-30 13F/A-9 SM ENERGY CO COM Stock 78454L100 4,341 3,356 340.71 137 448.00 0.0056
2018-10-25 2018-09-30 13F SM ENERGY CO COM Stock 78454L100 4,341 3,356 137 0.0056
2019-06-03 2018-06-30 13F/A-8 SM ENERGY CO COM Stock 78454L100 985 -23 -2.28 25 13.64 0.0011
2018-08-07 2018-06-30 13F SM ENERGY CO COM Stock 78454L100 985 -23 25
2019-06-03 2018-03-31 13F/A-7 SM ENERGY CO COM Stock 78454L100 1,008 0 0.00 22 0.00 0.0010
2018-05-09 2018-03-31 13F SM ENERGY CO COM Stock 78454L100 1,008 0 18
2019-06-03 2017-12-31 13F/A-6 SM ENERGY CO COM Stock 78454L100 1,008 -1,075 -51.61 22 -40.54 0.0010
2018-01-24 2017-12-31 13F SM ENERGY CO COM Stock 78454L100 1,008 -1,075 22
2017-10-30 2017-09-30 13F SM ENERGY CO COM Stock 78454L100 2,083 -50 -2.34 37 5.71 0.0015
2019-06-03 2017-06-30 13F/A-5 SM ENERGY CO COM Stock 78454L100 2,133 1 0.05 35 -31.37 0.0015
2017-07-31 2017-06-30 13F SM ENERGY CO COM Stock 78454L100 2,133 1 35
2019-06-03 2017-03-31 13F/A-4 SM ENERGY CO COM Stock 78454L100 2,132 -285 -11.79 51 -38.55 0.0022
2017-04-26 2017-03-31 13F SM ENERGY CO COM Stock 78454L100 2,132 -285 51
2019-06-03 2016-12-31 13F/A-3 SM ENERGY CO COM Stock 78454L100 2,417 -57 -2.30 83 -12.63 0.0040
2017-02-14 2016-12-31 13F SM ENERGY CO COM Stock 78454L100 2,417 -57 83
2016-11-04 2016-09-30 13F SM ENERGY CO COM Stock 78454L100 2,474 -230 -8.51 95 30.14 0.0049
2019-06-03 2016-06-30 13F/A-2 SM ENERGY CO COM Stock 78454L100 2,704 2,422 858.87 73 1,360.00 0.0041
2016-08-22 2016-06-30 13F SM ENERGY CO COM Stock 78454L100 2,704 2,422 73
2019-06-03 2016-03-31 13F/A-1 SM ENERGY Stock 78454L100 282 -720 -71.86 5 -75.00 0.0007
2016-05-02 2016-03-31 13F SM ENERGY CO COM Stock 78454L100 1,252 250 23
2016-02-11 2015-12-31 13F SM ENERGY CO COM Stock 78454L100 1,002 1,002 20 0.0013
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.