13F

Stock

SM Energy Co

SM · held by 9 managers

Reported value

$10.5M

Holders

9

+1 new · −1 exited

Holders’ est. mark

−$1.57M

Price effect on 6 books still in the name

Largest holder

$6.53M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC264.4K$6.53M−$1.01MAdded$783.8K
FIRST NATIONAL BANK OF OMAHA67.3K$1.66M−$348.2KCut−$327.2K
Cresset Asset Management, LLC46.3K$1.14MHeld
Henshaw Capital LLC19.3K$477.8K−$101.3KCut−$101.3K
Sanctuary Advisors, LLC12.9K$319.6K−$67.8KCut−$275.2K
DGS Capital Management, LLC8.6K$212.5K−$45.1KCut−$82.5K
ELEVATION POINT WEALTH PARTNERS, LLC4.26K$105.4KNew
Leonteq Securities AG860$21.3K−$446Added$18.7K
Essential Partners LLC64$1.58KHeld

Who left

Positions as of Q2 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.