ETF Holdings Breakdown of SM

SM institutional holdings

Date	ETF ISIN/Name	Num Shares	Book value
2025-09-25	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	83,658	USD 2,284,700
2025-09-25	IE00B6R51Z18 (iShares Oil & Gas Exploration & Production UCITS ETF USD (Acc))	42,406	USD 1,158,108
Total =		126,064	USD 3,442,808

Book value of shares is calculated on the adjusted close price of each day (row).

News associated with SM

Mizuho Cuts SM Energy (NYSE:SM) Price Target to $39.00

SM Energy (NYSE:SM – Get Free Report) had its price objective cut by research analysts at Mizuho from $44.00 to $39.00 in a research note issued on Monday,Benzinga reports. The brokerage currently has an “outperform” rating on the energy company’s stock. Mizuho’s target price points to a potential upside of 42.39% from the stock’s previous […] - 2025-09-17 02:56:43

Pre-Market Most Active for Sep 16, 2025 : TSLL, WOLF, NUKK, OPEN, TSLQ, BSLK, NIO, SQQQ, BBAI, ORCL, BABA, SMR

The NASDAQ 100 Pre-Market Indicator is up 49.31 to 24,343.09. The total Pre-Market volume is currently 124,640,530 shares traded.The following are the most active stocks for the pre-market session: Direxion Daily TSLA Bull 2X Shares (TSLL) is +0.29 at $18.50, with 21,543,353 sha - 2025-09-16 09:29:53

SM Energy Company (NYSE:SM) Receives Consensus Rating of “Moderate Buy” from Brokerages

Shares of SM Energy Company (NYSE:SM – Get Free Report) have earned an average rating of “Moderate Buy” from the thirteen brokerages that are currently covering the firm, MarketBeat.com reports. One equities research analyst has rated the stock with a sell rating, six have issued a hold rating, four have issued a buy rating and […] - 2025-08-01 04:29:03

Choreo LLC Lowers Stock Position in SM Energy Company (NYSE:SM)

Choreo LLC decreased its holdings in SM Energy Company (NYSE:SM – Free Report) by 5.8% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 17,549 shares of the energy company’s stock after selling 1,085 shares during the quarter. Choreo LLC’s […] - 2025-07-28 05:56:58

Stephens Inc. AR Makes New Investment in SM Energy Company (NYSE:SM)

Stephens Inc. AR purchased a new position in SM Energy Company (NYSE:SM – Free Report) during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 8,695 shares of the energy company’s stock, valued at approximately $260,000. Other hedge funds have also bought and […] - 2025-07-21 05:10:46

Crossmark Global Holdings Inc. Has $250,000 Position in SM Energy Company (NYSE:SM)

Crossmark Global Holdings Inc. lifted its stake in SM Energy Company (NYSE:SM – Free Report) by 12.7% in the first quarter, HoldingsChannel.com reports. The firm owned 8,355 shares of the energy company’s stock after purchasing an additional 941 shares during the quarter. Crossmark Global Holdings Inc.’s holdings in SM Energy were worth $250,000 at the […] - 2025-07-14 05:46:59

Principal Financial Group Inc. Increases Stock Holdings in SM Energy Company (NYSE:SM)

Principal Financial Group Inc. increased its holdings in SM Energy Company (NYSE:SM – Free Report) by 2.8% in the first quarter, Holdings Channel.com reports. The firm owned 653,705 shares of the energy company’s stock after purchasing an additional 17,883 shares during the period. Principal Financial Group Inc.’s holdings in SM Energy were worth $19,578,000 at […] - 2025-07-11 05:21:09

SM Energy (NYSE:SM) Upgraded at TD Cowen

TD Cowen upgraded shares of SM Energy (NYSE:SM – Free Report) to a strong-buy rating in a research report report published on Monday,Zacks.com reports. SM has been the subject of a number of other research reports. Raymond James Financial lowered SM Energy from an “outperform” rating to an “underperform” rating in a research report on […] - 2025-07-10 04:52:58

SM Energy Company (NYSE:SM) Shares Sold by Oregon Public Employees Retirement Fund

Oregon Public Employees Retirement Fund reduced its holdings in SM Energy Company (NYSE:SM – Free Report) by 2.6% during the 1st quarter, Holdings Channel reports. The firm owned 26,251 shares of the energy company’s stock after selling 700 shares during the quarter. Oregon Public Employees Retirement Fund’s holdings in SM Energy were worth $786,000 at […] - 2025-07-07 05:48:59

SM Energy Company (NYSE:SM) Given Average Rating of “Hold” by Analysts

SM Energy Company (NYSE:SM – Get Free Report) has been assigned an average recommendation of “Hold” from the thirteen brokerages that are currently covering the firm, Marketbeat reports. One analyst has rated the stock with a sell recommendation, six have assigned a hold recommendation, five have issued a buy recommendation and one has assigned a […] - 2025-07-07 03:32:49

Illinois Municipal Retirement Fund Cuts Stock Holdings in SM Energy Company (NYSE:SM)

Illinois Municipal Retirement Fund lowered its position in shares of SM Energy Company (NYSE:SM – Free Report) by 3.8% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 101,173 shares of the energy company’s stock after selling 3,963 shares during the period. […] - 2025-06-30 05:46:47

SM Energy Company (NYSE:SM) Shares Bought by Diversified Trust Co

Diversified Trust Co grew its holdings in shares of SM Energy Company (NYSE:SM – Free Report) by 31.8% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 28,704 shares of the energy company’s stock after buying an additional 6,928 shares during the period. Diversified […] - 2025-06-30 05:10:53

SM Energy (NYSE:SM) Rating Lowered to “Underperform” at Raymond James Financial

Raymond James Financial cut shares of SM Energy (NYSE:SM – Free Report) from an outperform rating to an underperform rating in a report released on Tuesday, Marketbeat.com reports. Several other equities analysts have also weighed in on the stock. Wells Fargo & Company decreased their target price on shares of SM Energy from $33.00 to […] - 2025-06-25 03:12:48

SM Energy Company (NYSE:SM) Shares Acquired by Exchange Traded Concepts LLC

Exchange Traded Concepts LLC grew its holdings in SM Energy Company (NYSE:SM – Free Report) by 49.4% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 37,095 shares of the energy company’s stock after buying an additional 12,261 shares during the period. Exchange Traded Concepts […] - 2025-06-19 05:22:56

Wells Fargo & Company Lowers SM Energy (NYSE:SM) Price Target to $29.00

SM Energy (NYSE:SM – Get Free Report) had its price objective decreased by equities research analysts at Wells Fargo & Company from $33.00 to $29.00 in a research report issued on Monday,Benzinga reports. The firm presently has an “equal weight” rating on the energy company’s stock. Wells Fargo & Company‘s target price indicates a potential […] - 2025-06-18 02:50:53

SM Energy (NYSE:SM) Shares Gap Down After Analyst Downgrade

SM Energy (NYSE:SM – Get Free Report)’s share price gapped down prior to trading on Monday after Wells Fargo & Company lowered their price target on the stock from $33.00 to $29.00. The stock had previously closed at $28.26, but opened at $27.56. Wells Fargo & Company currently has an equal weight rating on the […] - 2025-06-17 02:08:49

CX Institutional Has $130,000 Stake in SM Energy (NYSE:SM)

CX Institutional decreased its position in SM Energy (NYSE:SM – Free Report) by 79.0% in the first quarter, HoldingsChannel reports. The firm owned 4,330 shares of the energy company’s stock after selling 16,315 shares during the period. CX Institutional’s holdings in SM Energy were worth $130,000 at the end of the most recent quarter. A […] - 2025-06-16 05:54:55

Harbor Capital Advisors Inc. Raises Stock Holdings in SM Energy (NYSE:SM)

Harbor Capital Advisors Inc. grew its stake in SM Energy (NYSE:SM – Free Report) by 80.7% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,520 shares of the energy company’s stock after acquiring an additional 679 shares during the quarter. Harbor […] - 2025-06-16 04:46:55

SM Energy (NYSE:SM) Given Average Recommendation of “Moderate Buy” by Brokerages

SM Energy (NYSE:SM – Get Free Report) has been given a consensus recommendation of “Moderate Buy” by the thirteen analysts that are presently covering the stock, Marketbeat Ratings reports. Six research analysts have rated the stock with a hold recommendation, six have given a buy recommendation and one has issued a strong buy recommendation on […] - 2025-06-12 05:30:53

SM Energy (NYSE:SM) vs. Allied Resources (OTCMKTS:ALOD) Critical Contrast

Allied Resources (OTCMKTS:ALOD – Get Free Report) and SM Energy (NYSE:SM – Get Free Report) are both energy companies, but which is the superior business? We will compare the two companies based on the strength of their profitability, analyst recommendations, institutional ownership, risk, earnings, valuation and dividends. Analyst Ratings This is a summary of current […] - 2025-06-10 02:44:51

Two Sigma Advisers LP Decreases Position in SM Energy (NYSE:SM)

Two Sigma Advisers LP lowered its stake in SM Energy (NYSE:SM – Free Report) by 37.2% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 68,800 shares of the energy company’s stock after selling 40,700 shares during the quarter. Two Sigma Advisers LP owned […] - 2025-05-28 05:21:05

Lazard Asset Management LLC Has $452,000 Position in SM Energy (NYSE:SM)

Lazard Asset Management LLC lessened its stake in shares of SM Energy (NYSE:SM – Free Report) by 48.1% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 11,700 shares of the energy company’s stock after selling 10,850 shares during the quarter. Lazard Asset Management LLC’s […] - 2025-05-22 06:30:47

SM Energy (NYSE:SM) Shares Purchased by MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its holdings in SM Energy (NYSE:SM – Free Report) by 4.0% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 65,142 shares of the energy company’s stock after purchasing an additional 2,500 shares during […] - 2025-05-21 06:14:52

Critical Review: SM Energy (NYSE:SM) and Groove Botanicals (OTCMKTS:GRVE)

SM Energy (NYSE:SM – Get Free Report) and Groove Botanicals (OTCMKTS:GRVE – Get Free Report) are both energy companies, but which is the superior investment? We will contrast the two businesses based on the strength of their institutional ownership, risk, analyst recommendations, profitability, earnings, dividends and valuation. Volatility and Risk SM Energy has a beta […] - 2025-05-21 03:01:02

Deutsche Bank AG Acquires 31,346 Shares of SM Energy (NYSE:SM)

Deutsche Bank AG grew its position in SM Energy (NYSE:SM – Free Report) by 39.0% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 111,699 shares of the energy company’s stock after acquiring an additional 31,346 shares during the quarter. Deutsche […] - 2025-05-20 05:12:56

SM Energy (NYSE:SM) Shares Acquired by Tower Research Capital LLC TRC

Tower Research Capital LLC TRC grew its holdings in SM Energy (NYSE:SM – Free Report) by 64.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 4,730 shares of the energy company’s stock after purchasing an additional 1,854 shares during the quarter. Tower […] - 2025-05-06 05:52:51

Susquehanna Cuts SM Energy (NYSE:SM) Price Target to $24.00

SM Energy (NYSE:SM – Free Report) had its price target reduced by Susquehanna from $39.00 to $24.00 in a research note issued to investors on Tuesday,Benzinga reports. They currently have a neutral rating on the energy company’s stock. Other equities research analysts have also issued research reports about the company. Wells Fargo & Company cut […] - 2025-04-25 04:54:56

KeyCorp Comments on SM Energy’s Q1 Earnings (NYSE:SM)

SM Energy (NYSE:SM – Free Report) – Analysts at KeyCorp lowered their Q1 2025 earnings estimates for shares of SM Energy in a note issued to investors on Sunday, April 20th. KeyCorp analyst T. Rezvan now anticipates that the energy company will post earnings per share of $1.70 for the quarter, down from their previous […] - 2025-04-24 02:21:02

Russell Investments Group Ltd. Cuts Position in SM Energy (NYSE:SM)

Russell Investments Group Ltd. decreased its position in shares of SM Energy (NYSE:SM – Free Report) by 29.8% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 89,946 shares of the energy company’s stock after selling 38,235 shares during the period. Russell Investments Group […] - 2025-04-17 05:45:01

Cerity Partners LLC Trims Position in SM Energy (NYSE:SM)

Cerity Partners LLC trimmed its position in SM Energy (NYSE:SM – Free Report) by 7.6% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 44,451 shares of the energy company’s stock after selling 3,668 shares during the period. Cerity Partners LLC’s holdings in SM Energy were […] - 2025-04-17 04:37:01

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