How many shares of SM does ENVESTNET ASSET MANAGEMENT INC own?

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC holds 114,556 shares of SM (SM ENERGY CO).

What is ENVESTNET ASSET MANAGEMENT INC's SM position worth?

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC's SM position is worth $3M.

Is ENVESTNET ASSET MANAGEMENT INC buying or selling SM?

In 2026-Q2, ENVESTNET ASSET MANAGEMENT INC decreased their SM position (-75.4% change in shares).

When did ENVESTNET ASSET MANAGEMENT INC first buy SM?

Based on available 13F filings, ENVESTNET ASSET MANAGEMENT INC first reported a position in SM in 2019-Q1. They have held the position across 28 quarters.

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ENVESTNET ASSET MANAGEMENT INC

SM
28 quarters

Position history for ENVESTNET ASSET MANAGEMENT INC's holdings in SM ENERGY CO

Current Value

$3M

Current Shares

114,556

Total Value Change

+$2.8M

Total Shares Change

+101,906

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	114,556	-75.4%	$3M	0.0%	$26.10	0
2026-Q1	Increased	465,495	+16.6%	$14.5M	0.0%	$24.09	33
2025-Q4	Decreased	399,304	-32.7%	$7.5M	0.0%	$18.78	0
2025-Q3	Increased	592,940	+5.3%	$14.8M	0.0%	$25.37	30
2025-Q2	Increased	563,312	+12.7%	$13.9M	0.0%	$24.42	32
2025-Q1	Decreased	499,854	-8.3%	$15M	0.0%	$28.35	0
2024-Q4	Increased	544,961	+1.0%	$21.1M	0.0%	$36.92	29
2024-Q3	Decreased	539,616	-4.7%	$21.6M	0.0%	$38.02	0
2024-Q2	Increased	566,099	+15.4%	$24.5M	0.0%	$41.13	33
2024-Q1	Increased	490,345	+23.7%	$24.4M	0.0%	$47.26	35
2023-Q4	Increased	396,291	+15.9%	$15.3M	0.0%	$36.52	32
2023-Q3	Increased	341,898	+30.8%	$13.6M	0.0%	$37.27	35
2023-Q2	Increased	261,389	+25.5%	$8.3M	0.0%	$29.30	34
2023-Q1	Increased	208,333	+126.9%	$2.9M	0.0%	$26.09	42
2022-Q4	Increased	91,814	+297.4%	$3.2M	0.0%	$32.28	43
2022-Q3	Increased	23,102	+9.0%	$869,000	0.0%	$34.90	27
2022-Q2	Increased	21,193	+134.3%	$725,000	0.0%	$33.16	40
2022-Q1	Decreased	9,044	-51.8%	$352,000	0.0%	$37.49	0
2021-Q4	Increased	18,753	+20.8%	$553,000	0.0%	$27.35	29
2021-Q3	Decreased	15,519	-22.2%	$409,000	0.0%	$24.36	0
2021-Q2	Decreased	19,940	-16.6%	$491,000	0.0%	$22.22	0
2021-Q1	Decreased	23,900	-34.9%	$391,000	0.0%	$14.95	0
2020-Q4	Increased	36,691	+70.4%	$225,000	0.0%	$5.65	34
2020-Q3	Increased	21,529	+55.8%	$34,000	0.0%	$1.48	19
2020-Q2	New	13,822	-	$52,000	0.0%	$3.29	28
2019-Q3	Exited	0	-100.0%	$0	0.0%	$8.84	0
2019-Q2	Increased	22,466	+77.6%	$281,000	0.0%	$11.33	35
2019-Q1	New	12,650	-	$221,000	0.0%	$15.79	32

Other major holders of SM: BNP PARIBAS FINANCIAL MARKETS, BlackRock, Inc., BlackRock Finance, Inc.

SM28 quarters

SM
28 quarters