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SM Energy shares owned by Expect Equity

Quarter-by-quarter ownership of SM Energy (SM) shares owned by Expect Equity from 13F filings

Historical chart of Expect Equity investment in SM Energy

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All positions including SM Energy held by Expect Equity consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SM Energy by Expect Equity

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.0M 96k 31.18

More positions owned by Expect Equity

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Oshkosh Corporation (OSK)
SM Energy (SM)
Concentra Group Holdings Par Common Stock (CON)
Modine Manufacturing (MOD)
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View all positions for Expect Equity

Top funds holding SM Energy

BlackRock
Vanguard Portfolio Management
Canada Pension Plan Investment Board
Vanguard Group
Aristeia Capital
Vanguard Capital Management
Dimensional Fund Advisors
State Street Corporation
Geode Capital Management
Millennium Management
American Century Companies
Morgan Stanley
Nomura Asset Management International
Mackenzie Financial
Goldman Sachs Group

View all funds holding SM Energy