14 institutions reported holding $4.4M of SM ENERGY COMPANY (SM) in SEC 13F filings for 2026-06-30. Largest institutional holders: CONGRESS ASSET MANAGEMENT CO ($3.0M), MOODY NATIONAL BANK TRUST DIVISION ($428,405), Quad-Cities Investment Group, LLC ($359,581), GAMMA Investing LLC ($263,819), Post Resch Tallon Group Inc. ($240,120). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONGRESS ASSET MANAGEMENT CO | $3.0M | 113,445 | Added |
| 2 | MOODY NATIONAL BANK TRUST DIVISION | $428,405 | 16,414 | Trimmed |
| 3 | Quad-Cities Investment Group, LLC | $359,581 | 13,777 | Added |
| 4 | GAMMA Investing LLC | $263,819 | 10,108 | Added |
| 5 | Post Resch Tallon Group Inc. | $240,120 | 9,200 | Hold |
| 6 | Versant Capital Management, Inc | $49,512 | 1,897 | Added |
| 7 | MassMutual Private Wealth & Trust, FSB | $42,152 | 1,615 | Trimmed |
| 8 | EASTERN BANK | $18,766 | 719 | Hold |
| 9 | Cedar Mountain Advisors, LLC | $14,042 | 538 | Hold |
| 10 | ELEVATION WEALTH PARTNERS, LLC | $8,248 | 316 | Hold |
| 11 | CoreCap Advisors, LLC | $8,169 | 313 | Added |
| 12 | Retirement Wealth Solutions LLC | $575 | 22 | Trimmed |
| 13 | Global Wealth Strategies & Associates | $0 | 0 | Exited |
| 14 | Assenagon Asset Management S.A. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30