13F

Stock

SM Energy Co

SM · held by 7 managers

Reported value

$9.21M

Holders

7

+0 new · −1 exited

Holders’ est. mark

−$1.83M

Price effect on 4 books still in the name

Largest holder

$5.75M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC191.9K$5.75M−$1.69MCut−$4.13M
FIRST NATIONAL BANK OF OMAHA66.5K$1.99MHeld
Sanctuary Advisors, LLC19.9K$594.8KHeld
Henshaw Capital LLC19.3K$579.1K−$135KCut−$14.9K
DGS Capital Management, LLC9.85K$294.9KHeld
Leonteq Securities AG85$2.55K−$749Cut−$749
Prestige Wealth Management Group LLC17$510−$149Cut−$149

Who left

Positions as of Q1 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.