Allied Investment Advisors, LLC - SM ENERGY CO ownership

SM ENERGY CO's ticker is SM and the CUSIP is 78454L100. A total of 313 filers reported holding SM ENERGY CO in Q3 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.2%.

Quarter-by-quarter ownership
Allied Investment Advisors, LLC ownership history of SM ENERGY CO
ValueSharesWeighting
Q2 2022$377,000
-18.4%
11,020
-7.2%
0.14%
-10.6%
Q1 2022$462,000
+31.6%
11,870
-0.2%
0.15%
+25.8%
Q4 2021$351,000
+11.8%
11,8950.0%0.12%
+0.8%
Q3 2021$314,000
+6.8%
11,895
-0.5%
0.12%
+7.2%
Q2 2021$294,000
+50.0%
11,950
-0.3%
0.11%
+32.1%
Q1 2021$196,000
+168.5%
11,9800.0%0.08%
+140.0%
Q4 2020$73,000
+284.2%
11,9800.0%0.04%
+250.0%
Q3 2020$19,000
-57.8%
11,9800.0%0.01%
-61.5%
Q2 2020$45,000
+200.0%
11,9800.0%0.03%
+136.4%
Q1 2020$15,000
-89.2%
11,980
-3.3%
0.01%
-86.6%
Q4 2019$139,000
+15.8%
12,3900.0%0.08%
+6.5%
Q3 2019$120,000
-22.6%
12,3900.0%0.08%
-26.0%
Q2 2019$155,000
-28.6%
12,3900.0%0.10%
-30.7%
Q1 2019$217,000
+13.0%
12,3900.0%0.15%
-5.7%
Q4 2018$192,000
-50.9%
12,3900.0%0.16%
-45.2%
Q3 2018$391,000
+23.0%
12,3900.0%0.29%
+12.0%
Q2 2018$318,000
+42.6%
12,3900.0%0.26%
+40.8%
Q1 2018$223,00012,3900.18%
Other shareholders
SM ENERGY CO shareholders Q3 2022
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