Citigroup
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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
-26,000
Closed -$159K – 7264
2020
Q4 		$159K Sell
26,000
-300
-1% -$1.01K ﹤0.01% 5162
2020
Q3 		$42K Sell
26,300
-1,000,900
-97% -$2.8M ﹤0.01% 5714
2020
Q2 		$3.85M Buy
1,027,200
+1,024,600
+39,408% +$3.35M ﹤0.01% 2107
2020
Q1 		$3K Sell
2,600
-7,600
-75% -$53.7K ﹤0.01% 7384
2019
Q4 		$115K Buy
10,200
+3,400
+50% +$30.6K ﹤0.01% 5642
2019
Q3 		$66K Buy
6,800
+500
+8% +$5.1K ﹤0.01% 5958
2019
Q2 		$79K Sell
6,300
-100
-2% -$1.45K ﹤0.01% 6085
2019
Q1 		$112K Sell
6,400
-4,700
-42% -$83.5K ﹤0.01% 5636
2018
Q4 		$172K Sell
11,100
-9,300
-46% -$215K ﹤0.01% 5167
2018
Q3 		$643K Buy
20,400
+1,000
+5% +$28.7K ﹤0.01% 3985
2018
Q2 		$498K Sell
19,400
-3,300
-15% -$77.1K ﹤0.01% 4113
2018
Q1 		$409K Sell
22,700
-94,300
-81% -$2.04M ﹤0.01% 4206
2017
Q4 		$2.58M Buy
117,000
+5,200
+5% +$105K ﹤0.01% 2432
2017
Q3 		$1.98M Sell
111,800
-102,300
-48% -$1.6M ﹤0.01% 2670
2017
Q2 		$3.54M Buy
214,100
+198,000
+1,230% +$3.93M ﹤0.01% 2017
2017
Q1 		$387K Sell
16,100
-1,606,800
-99% -$44.5M ﹤0.01% 4079
2016
Q4 		$56M Buy
1,622,900
+2,100
+0.1% +$75.9K 0.05% 357
2016
Q3 		$62.5M Sell
1,620,800
-871,500
-35% -$27.9M 0.06% 284
2016
Q2 		$67.3M Buy
2,492,300
+1,745,100
+234% +$48.9M 0.07% 269
2016
Q1 		$14M Buy
747,200
+729,400
+4,098% +$10.1M 0.02% 786
2015
Q4 		$350K Buy
17,800
+11,600
+187% +$354K ﹤0.01% 4225
2015
Q3 		$199K Sell
6,200
-11,000
-64% -$399K ﹤0.01% 4493
2015
Q2 		$793K Buy
17,200
+16,500
+2,357% +$871K ﹤0.01% 3322
2015
Q1 		$36K Buy
+700
New +$30.4K ﹤0.01% 5735

Other funds holding SM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Pekin Hardy Strauss
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 1-Year Est. Return

Citigroup's SM Position: Q3 2026 in Review

Citigroup reduced its SM Energy (SM) stake by 67% in Q3 2026, selling an estimated $3.77M and leaving 56,426 shares worth $1.91M. The position accounts for ﹤0.01% of the portfolio, ranked #2858.

Citigroup first reported a position in SM in Q2 2013 and has held it in 54 quarters since. The position peaked at $22.1M in Q3 2016. 232 funds tracked by Wall St. Rank hold SM as of Q3 2026.

  • Citigroup held 56,426 shares of SM Energy worth $1.91M as of Q3 2026.
  • Citigroup sold 112,604 SM Energy shares in Q3 2026, an estimated $3.77M.
  • SM Energy made up ﹤0.01% of Citigroup's portfolio in Q3 2026, its #2858 holding.
  • Citigroup first reported a position in SM Energy in Q2 2013 and has held it in 54 quarters since.
  • Citigroup's SM Energy position peaked at $22.1M in Q3 2016.
  • 232 funds tracked by Wall St. Rank held SM Energy as of Q3 2026.

Based on Citigroup's 13F filing for Q3 2026, filed 4 Nov 2026.