SM Energy Company
US ˙ NYSE ˙ US78454L1008

SecuritySM / SM Energy Company
InstitutionPrudential Financial Inc
Latest Disclosed Ownership317,053 shares
Latest Disclosed Value $ 9,885,713
Prudential Financial Inc reports 125.06% increase in ownership of SM / SM Energy Company

On May 13, 2026 - Prudential Financial Inc filed a 13F-HR form disclosing ownership of 317,053 shares of SM Energy Company (US:SM) valued at $9,885,713 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 140,872 shares of SM Energy Company. This represents a change in shares of 125.06% during the quarter. The current value of the position is $10,767,120 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F SM ENERGY COM 78454L100 317,053 176,181 125.06 9,886 275.28 0.0068
2026-02-13 2025-12-31 13F SM ENERGY COM 78454L100 140,872 -154,699 -52.34 2,634 -64.31 0.0032
2025-11-13 2025-09-30 13F SM ENERGY COM 78454L100 295,571 1,025 0.35 7,380 1.40 0.0088
2025-08-12 2025-06-30 13F SM ENERGY COM 78454L100 294,546 73,240 33.09 7,278 9.81 0.0094
2025-05-13 2025-03-31 13F SM ENERGY COM 78454L100 221,306 96,792 77.74 6,628 37.34 0.0094
2025-02-11 2024-12-31 13F SM ENERGY COM 78454L100 124,514 -263,628 -67.92 4,826 -68.89 0.0066
2024-11-14 2024-09-30 13F SM ENERGY COM 78454L100 388,142 159,745 69.94 15,514 57.14 0.0219
2024-08-13 2024-06-30 13F SM ENERGY COM 78454L100 228,397 -215,235 -48.52 9,874 -55.36 0.0148
2024-05-14 2024-03-31 13F SM ENERGY COM 78454L100 443,632 -18,557 -4.02 22,115 23.58 0.0311
2024-02-13 2023-12-31 13F SM ENERGY COM 78454L100 462,189 -3,333 -0.72 17,896 -3.04 0.0270
2023-11-13 2023-09-30 13F SM ENERGY COM 78454L100 465,522 -34,370 -6.88 18,458 16.74 0.0290
2023-08-11 2023-06-30 13F SM ENERGY COM 78454L100 499,892 -10,101 -1.98 15,812 10.10 0.0230
2023-05-12 2023-03-31 13F SM ENERGY COM 78454L100 509,993 132,014 34.93 14,361 9.08 0.0225
2023-02-14 2022-12-31 13F SM ENERGY COM 78454L100 377,979 122,064 47.70 13,165 36.79 0.0222
2022-11-04 2022-09-30 13F SM ENERGY COM 78454L100 255,915 14,170 5.86 9,624 12.04 0.0163
2022-08-15 2022-06-30 13F SM ENERGY COM 78454L100 241,745 18,090 8.09 8,590 -1.39 0.0136
2022-05-13 2022-03-31 13F SM ENERGY COM 78454L100 223,655 -34,596 -13.40 8,711 14.42 0.0116
2022-02-14 2021-12-31 13F SM ENERGY COM 78454L100 258,251 127,774 97.93 7,613 121.18 0.0095
2021-11-15 2021-09-30 13F SM ENERGY COM 78454L100 130,477 11,506 9.67 3,442 17.47 0.0048
2021-08-16 2021-06-30 13F SM ENERGY COM 78454L100 118,971 -3,551 -2.90 2,930 46.06 0.0040
2021-05-12 2021-03-31 13F SM ENERGY COM 78454L100 122,522 1,550 1.28 2,006 171.08 0.0030
2021-08-16 2020-12-31 13F/A-1 SM ENERGY COM 0006 78454L100 120,972 360 0.30 740 285.42 0.0012
2021-02-16 2020-12-31 13F SM ENERGY COM 78454L100 120,972 360 740 0.0012
2020-11-16 2020-09-30 13F SM ENERGY COM 78454L100 120,612 -70,640 -36.94 192 -73.22 0.0004
2020-08-12 2020-06-30 13F SM ENERGY COM 78454L100 191,252 -889,980 -82.31 717 -45.64 0.0014
2020-05-12 2020-03-31 13F SM ENERGY COM 78454L100 1,081,232 -918,710 -45.94 1,319 -94.13 0.0029
2020-02-11 2019-12-31 13F SM ENERGY COM 78454L100 1,999,942 1,833,680 1,102.89 22,480 1,295.41 0.0333
2019-11-13 2019-09-30 13F SM ENERGY COM 78454L100 166,262 -107,477 -39.26 1,611 -52.99 0.0026
2019-08-08 2019-06-30 13F SM ENERGY COM 78454L100 273,739 214,054 358.64 3,427 228.26 0.0053
2019-05-15 2019-03-31 13F SM ENERGY COM 78454L100 59,685 -7,380 -11.00 1,044 0.58 0.0017
2019-02-07 2018-12-31 13F SM ENERGY COM 78454L100 67,065 2,310 3.57 1,038 -49.17 0.0018
2018-11-07 2018-09-30 13F SM ENERGY COM 78454L100 64,755 1,210 1.90 2,042 25.12 0.0030
2018-08-13 2018-06-30 13F SM ENERGY COM 78454L100 63,545 -80 -0.13 1,632 42.28 0.0024
2018-05-04 2018-03-31 13F SM ENERGY COM 78454L100 63,625 -430 -0.67 1,147 -18.88 0.0017
2018-02-13 2017-12-31 13F SM ENERGY COM 78454L100 64,055 -126,220 -66.34 1,414 -58.10 0.0019
2017-11-02 2017-09-30 13F SM ENERGY COM 78454L100 190,275 127,690 204.03 3,375 226.09 0.0056
2017-08-07 2017-06-30 13F SM ENERGY COM 78454L100 62,585 -8,140 -11.51 1,035 -39.08 0.0015
2017-05-10 2017-03-31 13F SM ENERGY COM 78454L100 70,725 -577,816 -89.09 1,699 -92.40 0.0026
2017-02-07 2016-12-31 13F SM ENERGY COM 78454L100 648,541 -495,705 -43.32 22,362 -49.34 0.0360
2016-11-04 2016-09-30 13F SM ENERGY COM 78454L100 1,144,246 39,910 3.61 44,145 48.05 0.0729
2016-08-09 2016-06-30 13F SM ENERGY COM 78454L100 1,104,336 444,306 67.32 29,817 141.06 0.0502
2016-05-09 2016-03-31 13F SM ENERGY COM 78454L100 660,030 516,040 358.39 12,369 336.91 0.0221
2016-02-12 2015-12-31 13F SM ENERGY COM 78454L100 143,990 92,000 176.96 2,831 69.93 0.0051
2015-11-10 2015-09-30 13F SM ENERGY COM 78454L100 51,990 -740 -1.40 1,666 -31.50 0.0033
2015-08-06 2015-06-30 13F SM ENERGY COM 78454L100 52,730 -192,240 -78.47 2,432 -80.79 0.0043
2015-05-01 2015-03-31 13F SM ENERGY COM 78454L100 244,970 -314,130 -56.18 12,660 -41.31 0.0219
2015-02-06 2014-12-31 13F SM ENERGY COM 78454L100 559,100 60,650 12.17 21,570 -44.52 0.0391
2014-11-12 2014-09-30 13F SM ENERGY COM 78454L100 498,450 104,383 26.49 38,880 17.32 0.0732
2014-08-13 2014-06-30 13F SM ENERGY COM 78454L100 394,067 69,907 21.57 33,141 43.41 0.0585
2014-05-14 2014-03-31 13F SM ENERGY COM 78454L100 324,160 -2,200 -0.67 23,109 -14.80 0.0430
2014-02-11 2013-12-31 13F SM ENERGY COM 78454L100 326,360 45,060 16.02 27,124 24.91 0.0538
2013-11-07 2013-09-30 13F SM ENERGY COM 78454L100 281,300 49,388 21.30 21,714 56.10 0.0462
2013-08-07 2013-06-30 13F SM ENERGY COM 78454L100 231,912 231,912 13,910 0.0308
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.