Citadel Advisors
SM icon

Citadel Advisors’s SM Energy SM Stock Holding History

Citadel Advisors’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.3M Buy
521,975
+280,775
+116% +$6.41M ﹤0.01% 2591
2025
Q4 		$4.51M Buy
241,200
+69,700
+41% +$1.41M ﹤0.01% 4443
2025
Q3 		$4.28M Buy
171,500
+66,300
+63% +$1.79M ﹤0.01% 4639
2025
Q2 		$2.6M Buy
105,200
+26,800
+34% +$649K ﹤0.01% 5223
2025
Q1 		$2.35M Buy
78,400
+16,900
+27% +$606K ﹤0.01% 5230
2024
Q4 		$2.38M Sell
61,500
-96,400
-61% -$4.07M ﹤0.01% 5262
2024
Q3 		$6.31M Sell
157,900
-26,200
-14% -$1.14M ﹤0.01% 3574
2024
Q2 		$7.96M Sell
184,100
-26,600
-13% -$1.31M ﹤0.01% 3069
2024
Q1 		$10.5M Buy
210,700
+41,100
+24% +$1.68M ﹤0.01% 2892
2023
Q4 		$6.57M Sell
169,600
-69,800
-29% -$2.69M ﹤0.01% 3423
2023
Q3 		$9.49M Buy
239,400
+68,600
+40% +$2.6M ﹤0.01% 2751
2023
Q2 		$5.4M Buy
170,800
+48,900
+40% +$1.38M ﹤0.01% 3531
2023
Q1 		$3.43M Sell
121,900
-105,100
-46% -$3.21M ﹤0.01% 4420
2022
Q4 		$7.91M Buy
227,000
+10,300
+5% +$428K ﹤0.01% 3156
2022
Q3 		$8.15M Sell
216,700
-22,500
-9% -$885K ﹤0.01% 3060
2022
Q2 		$8.18M Buy
239,200
+47,000
+24% +$1.91M ﹤0.01% 2948
2022
Q1 		$7.49M Sell
192,200
-87,100
-31% -$3.14M ﹤0.01% 3443
2021
Q4 		$8.23M Buy
279,300
+138,000
+98% +$4.31M ﹤0.01% 3389
2021
Q3 		$3.73M Buy
141,300
+14,200
+11% +$287K ﹤0.01% 4892
2021
Q2 		$3.13M Sell
127,100
-72,300
-36% -$1.4M ﹤0.01% 5500
2021
Q1 		$3.26M Buy
199,400
+20,000
+11% +$256K ﹤0.01% 5242
2020
Q4 		$1.1M Buy
179,400
+51,200
+40% +$173K ﹤0.01% 6613
2020
Q3 		$204K Sell
128,200
-68,900
-35% -$192K ﹤0.01% 8767
2020
Q2 		$739K Buy
197,100
+41,900
+27% +$137K ﹤0.01% 6382
2020
Q1 		$189K Sell
155,200
-67,800
-30% -$479K ﹤0.01% 8066
2019
Q4 		$2.51M Buy
223,000
+10,100
+5% +$91K ﹤0.01% 4059
2019
Q3 		$2.06M Buy
212,900
+10,100
+5% +$103K ﹤0.01% 4442
2019
Q2 		$2.54M Buy
202,800
+39,700
+24% +$576K ﹤0.01% 4117
2019
Q1 		$2.85M Sell
163,100
-21,200
-12% -$377K ﹤0.01% 3848
2018
Q4 		$2.85M Buy
184,300
+12,800
+7% +$296K ﹤0.01% 3596
2018
Q3 		$5.41M Buy
171,500
+42,000
+32% +$1.21M ﹤0.01% 2898
2018
Q2 		$3.33M Buy
129,500
+29,500
+30% +$689K ﹤0.01% 3328
2018
Q1 		$1.8M Sell
100,000
-54,200
-35% -$1.17M ﹤0.01% 3893
2017
Q4 		$3.4M Sell
154,200
-39,700
-20% -$801K ﹤0.01% 2940
2017
Q3 		$3.44M Buy
193,900
+81,400
+72% +$1.27M ﹤0.01% 2735
2017
Q2 		$1.86M Buy
112,500
+34,400
+44% +$683K ﹤0.01% 3263
2017
Q1 		$1.88M Buy
78,100
+33,200
+74% +$920K ﹤0.01% 3150
2016
Q4 		$1.55M Sell
44,900
-33,500
-43% -$1.21M ﹤0.01% 3269
2016
Q3 		$3.02M Buy
78,400
+18,200
+30% +$583K ﹤0.01% 2492
2016
Q2 		$1.63M Sell
60,200
-31,800
-35% -$892K ﹤0.01% 2962
2016
Q1 		$1.72M Buy
92,000
+60,800
+195% +$839K ﹤0.01% 2815
2015
Q4 		$613K Sell
31,200
-4,400
-12% -$134K ﹤0.01% 4196
2015
Q3 		$1.14M Buy
35,600
+2,700
+8% +$97.9K ﹤0.01% 3638
2015
Q2 		$1.52M Sell
32,900
-52,900
-62% -$2.79M ﹤0.01% 3390
2015
Q1 		$4.43M Sell
85,800
-7,300
-8% -$317K ﹤0.01% 2151
2014
Q4 		$3.59M Buy
93,100
+47,600
+105% +$2.38M ﹤0.01% 2288
2014
Q3 		$3.55M Buy
45,500
+25,200
+124% +$2.06M ﹤0.01% 2302
2014
Q2 		$1.71M Sell
20,300
-9,200
-31% -$705K ﹤0.01% 2893
2014
Q1 		$2.1M Sell
29,500
-27,500
-48% -$2.15M ﹤0.01% 2607
2013
Q4 		$4.74M Buy
57,000
+6,000
+12% +$512K 0.01% 1729
2013
Q3 		$3.94M Buy
51,000
+10,300
+25% +$713K 0.01% 1774
2013
Q2 		$2.44M Buy
+40,700
New +$2.48M ﹤0.01% 2304

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors's SM Position: Q1 2026 in Review

Citadel Advisors reduced its SM Energy (SM) stake by 92% in Q1 2026, selling an estimated $7.15M and leaving 26,399 shares worth $823K. The position accounts for ﹤0.01% of the portfolio, ranked #8113.

Citadel Advisors first reported a position in SM in Q2 2013 and has held it in 51 quarters since. The position peaked at $138M in Q4 2013. 511 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • Citadel Advisors held 26,399 shares of SM Energy worth $823K as of Q1 2026.
  • Citadel Advisors sold 313,601 SM Energy shares in Q1 2026, an estimated $7.15M.
  • SM Energy made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #8113 holding.
  • Citadel Advisors first reported a position in SM Energy in Q2 2013 and has held it in 51 quarters since.
  • Citadel Advisors's SM Energy position peaked at $138M in Q4 2013.
  • 511 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.