Citigroup
SM icon

Citigroup’s SM Energy SM Stock Holding History

Citigroup’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
2021
Q1 		– Sell
-300
Closed -$2K – 7263
2020
Q4 		$2K Sell
300
-100
-25% -$337 ﹤0.01% 7250
2020
Q3 		$1K Hold
400
– – ﹤0.01% 7383
2020
Q2 		$2K Sell
400
-1,900
-83% -$6.22K ﹤0.01% 7425
2020
Q1 		$3K Sell
2,300
-1,000
-30% -$7.07K ﹤0.01% 7383
2019
Q4 		$37K Sell
3,300
-200
-6% -$1.8K ﹤0.01% 6564
2019
Q3 		$34K Buy
3,500
+1,100
+46% +$11.2K ﹤0.01% 6381
2019
Q2 		$30K Sell
2,400
-100
-4% -$1.45K ﹤0.01% 6869
2019
Q1 		$44K Sell
2,500
-1,600
-39% -$28.4K ﹤0.01% 6439
2018
Q4 		$63K Sell
4,100
-14,100
-77% -$326K ﹤0.01% 6044
2018
Q3 		$574K Buy
18,200
+9,800
+117% +$281K ﹤0.01% 4115
2018
Q2 		$216K Buy
8,400
+4,200
+100% +$98.2K ﹤0.01% 4993
2018
Q1 		$76K Sell
4,200
-183,300
-98% -$3.96M ﹤0.01% 5846
2017
Q4 		$4.14M Sell
187,500
-132,900
-41% -$2.68M ﹤0.01% 2010
2017
Q3 		$5.68M Sell
320,400
-291,200
-48% -$4.55M ﹤0.01% 1643
2017
Q2 		$10.1M Buy
611,600
+130,700
+27% +$2.59M 0.01% 1137
2017
Q1 		$11.6M Buy
480,900
+16,400
+4% +$454K 0.01% 1046
2016
Q4 		$16M Buy
464,500
+463,200
+35,631% +$16.7M 0.01% 891
2016
Q3 		$50K Sell
1,300
-47,200
-97% -$1.51M ﹤0.01% 5661
2016
Q2 		$1.31M Buy
48,500
+46,600
+2,453% +$1.31M ﹤0.01% 2695
2016
Q1 		$36K Sell
1,900
-2,100
-53% -$29K ﹤0.01% 6275
2015
Q4 		$79K Sell
4,000
-1,200
-23% -$36.6K ﹤0.01% 5563
2015
Q3 		$167K Buy
5,200
+3,100
+148% +$112K ﹤0.01% 4639
2015
Q2 		$97K Buy
2,100
+2,000
+2,000% +$106K ﹤0.01% 5023
2015
Q1 		$5K Buy
+100
New +$4.34K ﹤0.01% 6718
2014
Q3 		– Sell
-16,000
Closed -$1.35M – 7279
2014
Q2 		$1.35M Hold
16,000
– – ﹤0.01% 2754
2014
Q1 		$1.14M Buy
+16,000
New +$1.25M ﹤0.01% 2772

Other funds holding SM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citigroup's SM Position: Q2 2026 in Review

Citigroup increased its SM Energy (SM) stake by 23% in Q2 2026, buying an estimated $935K and bringing the position to 169,030 shares worth $4.41M. The position accounts for ﹤0.01% of the portfolio, ranked #2261.

Citigroup first reported a position in SM in Q2 2013 and has held it in 53 quarters since. The position peaked at $22.1M in Q3 2016. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Citigroup held 169,030 shares of SM Energy worth $4.41M as of Q2 2026.
  • Citigroup bought 31,123 SM Energy shares in Q2 2026, an estimated $935K.
  • SM Energy made up ﹤0.01% of Citigroup's portfolio in Q2 2026, its #2261 holding.
  • Citigroup first reported a position in SM Energy in Q2 2013 and has held it in 53 quarters since.
  • Citigroup's SM Energy position peaked at $22.1M in Q3 2016.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.