Monarch Partners Asset Management LLC - SM ENERGY CO ownership

SM ENERGY CO's ticker is SM and the CUSIP is 78454L100. A total of 299 filers reported holding SM ENERGY CO in Q1 2023. The put-call ratio across all filers is 0.83 and the average weighting 0.2%.

Quarter-by-quarter ownership
Monarch Partners Asset Management LLC ownership history of SM ENERGY CO
ValueSharesWeighting
Q4 2022$1,593,368
+108.8%
45,747
+125.4%
0.47%
+105.7%
Q3 2022$763,000
-52.0%
20,297
-56.4%
0.23%
-48.4%
Q2 2022$1,591,000
-35.7%
46,521
-44.6%
0.44%
-11.7%
Q4 2021$2,476,000
-62.3%
83,993
-66.3%
0.50%
-47.6%
Q3 2021$6,573,000
+117.6%
249,163
+103.2%
0.96%
+121.2%
Q2 2021$3,020,000
-35.7%
122,600
-57.3%
0.43%
-38.6%
Q1 2021$4,700,000
+59.1%
287,140
+348.3%
0.71%
+76.3%
Q2 2015$2,954,000
+41.2%
64,056
+58.3%
0.40%
-3.4%
Q1 2015$2,092,00040,4750.42%
Other shareholders
SM ENERGY CO shareholders Q1 2023
NameSharesValueWeighting ↓
DUDLEY & SHANLEY, INC. 270,450$19,280,0003.92%
LATHROP INVESTMENT MANAGEMENT CORP 114,188$8,140,0003.25%
HERNDON CAPITAL MANAGEMENT LLC 2,772,054$197,619,729,0002.52%
SIR Capital Management, L.P. 221,260$15,774,0002.42%
KNOTT DAVID M 160,000$11,406,400,0002.18%
NEW AMSTERDAM PARTNERS LLC/NY 408,102$29,094,0001.99%
TCI Wealth Advisors, Inc. 41,519$2,960,0001.93%
Alta Advisers Ltd 77,254$5,507,0001.84%
Caymus Capital Partners, L.P. 40,335$2,875,0001.75%
Waldron Private Wealth LLC 35,552$2,534,502,0001.23%
View complete list of SM ENERGY CO shareholders