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

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

Citigroup's SM Position: Q1 2026 in Review

Citigroup increased its SM Energy (SM) stake by 280% in Q1 2026, buying an estimated $2.32M and bringing the position to 137,907 shares worth $4.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2084.

Citigroup first reported a position in SM in Q2 2013 and has held it in 52 quarters since. The position peaked at $22.1M in Q3 2016. 510 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • Citigroup held 137,907 shares of SM Energy worth $4.3M as of Q1 2026.
  • Citigroup bought 101,624 SM Energy shares in Q1 2026, an estimated $2.32M.
  • SM Energy made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #2084 holding.
  • Citigroup first reported a position in SM Energy in Q2 2013 and has held it in 52 quarters since.
  • Citigroup's SM Energy position peaked at $22.1M in Q3 2016.
  • 510 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.