Barclays’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-179,500
| Closed | -$4.42M | – | 4983 |
|
|
2021
Q2 | $4.42M | Buy |
+179,500
| New | +$3.48M | ﹤0.01% | 1672 |
|
|
2021
Q1 | – | Sell |
-5,000
| Closed | -$31K | – | 5137 |
|
|
2020
Q4 | $31K | Hold |
5,000
| – | – | ﹤0.01% | 4582 |
|
|
2020
Q3 | $8K | Hold |
5,000
| – | – | ﹤0.01% | 5036 |
|
|
2020
Q2 | $19K | Sell |
5,000
-400
| -7% | -$1.31K | ﹤0.01% | 5210 |
|
|
2020
Q1 | $7K | Sell |
5,400
-6,200
| -53% | -$43.8K | ﹤0.01% | 5899 |
|
|
2019
Q4 | $130K | Sell |
11,600
-26,000
| -69% | -$234K | ﹤0.01% | 5325 |
|
|
2019
Q3 | $364K | Buy |
37,600
+23,100
| +159% | +$235K | ﹤0.01% | 4506 |
|
|
2019
Q2 | $182K | Buy |
14,500
+9,400
| +184% | +$136K | ﹤0.01% | 5199 |
|
|
2019
Q1 | $89K | Sell |
5,100
-53,800
| -91% | -$956K | ﹤0.01% | 5456 |
|
|
2018
Q4 | $912K | Sell |
58,900
-14,700
| -20% | -$340K | ﹤0.01% | 3211 |
|
|
2018
Q3 | $2.32M | Sell |
73,600
-319,700
| -81% | -$9.18M | ﹤0.01% | 2709 |
|
|
2018
Q2 | $10.1M | Buy |
393,300
+250,500
| +175% | +$5.85M | 0.01% | 1218 |
|
|
2018
Q1 | $2.58M | Buy |
142,800
+55,400
| +63% | +$1.2M | ﹤0.01% | 2237 |
|
|
2017
Q4 | $1.93M | Buy |
87,400
+61,000
| +231% | +$1.23M | ﹤0.01% | 2459 |
|
|
2017
Q3 | $468K | Buy |
26,400
+1,900
| +8% | +$29.7K | ﹤0.01% | 3697 |
|
|
2017
Q2 | $405K | Sell |
24,500
-23,800
| -49% | -$472K | ﹤0.01% | 3726 |
|
|
2017
Q1 | $1.16M | Buy |
48,300
+21,000
| +77% | +$582K | ﹤0.01% | 2611 |
|
|
2016
Q4 | $942K | Buy |
27,300
+11,400
| +72% | +$412K | ﹤0.01% | 2806 |
|
|
2016
Q3 | $613K | Buy |
15,900
+3,900
| +33% | +$125K | ﹤0.01% | 3056 |
|
|
2016
Q2 | $324K | Buy |
12,000
+11,000
| +1,100% | +$308K | ﹤0.01% | 3567 |
|
|
2016
Q1 | $18K | Sell |
1,000
-3,000
| -75% | -$41.4K | ﹤0.01% | 5269 |
|
|
2015
Q4 | $76K | Buy |
4,000
+500
| +14% | +$15.2K | ﹤0.01% | 4572 |
|
|
2015
Q3 | $112K | Sell |
3,500
-5,900
| -63% | -$214K | ﹤0.01% | 4555 |
|
|
2015
Q2 | $432K | Sell |
9,400
-45,800
| -83% | -$2.42M | ﹤0.01% | 3585 |
|
|
2015
Q1 | $2.81M | Sell |
55,200
-61,500
| -53% | -$2.67M | ﹤0.01% | 2008 |
|
|
2014
Q4 | $4.43M | Buy |
116,700
+72,300
| +163% | +$3.62M | ﹤0.01% | 1809 |
|
|
2014
Q3 | $3.46M | Buy |
44,400
+25,400
| +134% | +$2.07M | ﹤0.01% | 2131 |
|
|
2014
Q2 | $1.6M | Buy |
19,000
+4,800
| +34% | +$368K | ﹤0.01% | 2842 |
|
|
2014
Q1 | $1.01M | Sell |
14,200
-1,100
| -7% | -$86.1K | ﹤0.01% | 3226 |
|
|
2013
Q4 | $1.27M | Sell |
15,300
-19,500
| -56% | -$1.66M | ﹤0.01% | 3127 |
|
|
2013
Q3 | $2.68M | Sell |
34,800
-3,300
| -9% | -$228K | ﹤0.01% | 2252 |
|
|
2013
Q2 | $2.29M | Buy |
+38,100
| New | +$2.32M | ﹤0.01% | 2403 |
|
Other funds holding SM
VPM
AC
VCM
DSC
Barclays's SM Position: Q1 2026 in Review
Barclays increased its SM Energy (SM) stake by 45% in Q1 2026, buying an estimated $2.95M and bringing the position to 418,552 shares worth $13.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1315.
Barclays first reported a position in SM in Q2 2013 and has held it in 52 quarters since. The position peaked at $26.5M in Q1 2022. 511 funds tracked by Wall St. Rank hold SM as of Q1 2026.
- Barclays held 418,552 shares of SM Energy worth $13.1M as of Q1 2026.
- Barclays bought 129,354 SM Energy shares in Q1 2026, an estimated $2.95M.
- SM Energy made up ﹤0.01% of Barclays's portfolio in Q1 2026, its #1315 holding.
- Barclays first reported a position in SM Energy in Q2 2013 and has held it in 52 quarters since.
- Barclays's SM Energy position peaked at $26.5M in Q1 2022.
- 511 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.
Based on Barclays's 13F filing for Q1 2026, filed 15 May 2026.