EVOKE WEALTH, LLC - SM ENERGY CO ownership

SM ENERGY CO's ticker is SM and the CUSIP is 78454L100. A total of 307 filers reported holding SM ENERGY CO in Q2 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.1%.

Quarter-by-quarter ownership
EVOKE WEALTH, LLC ownership history of SM ENERGY CO
ValueSharesWeighting
Q3 2023$7,249,804
+2.8%
182,845
-18.0%
0.26%
+4.1%
Q2 2023$7,053,933
+10.6%
223,014
-1.6%
0.24%
+5.6%
Q1 2023$6,379,451
-19.2%
226,5430.0%0.23%
-18.9%
Q4 2022$7,890,493
+30.6%
226,543
+41.0%
0.29%
+17.2%
Q3 2022$6,044,000
-0.8%
160,700
-9.8%
0.24%
+8.4%
Q2 2022$6,092,000
-29.9%
178,181
-20.2%
0.22%
-21.1%
Q1 2022$8,693,000
+29.5%
223,181
-2.0%
0.28%
+34.4%
Q4 2021$6,712,000
+26.5%
227,681
+13.2%
0.21%
+6.5%
Q3 2021$5,305,000
+7.1%
201,1350.0%0.20%
+5.9%
Q2 2021$4,954,000
+50.4%
201,1350.0%0.19%
+26.2%
Q1 2021$3,293,000
+167.5%
201,1350.0%0.15%
+79.5%
Q4 2020$1,231,000
+583.9%
201,135
+77.2%
0.08%
+453.3%
Q3 2020$180,000
-57.7%
113,5000.0%0.02%
-63.4%
Q2 2020$426,000
-99.7%
113,5000.0%0.04%
+105.0%
Q1 2020$138,470,000
-80.6%
113,500
+54.4%
0.02%
-77.3%
Q3 2019$712,215,00073,5000.09%
Other shareholders
SM ENERGY CO shareholders Q2 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