D.E. Shaw & Co
SM icon

D.E. Shaw & Co’s SM Energy SM Stock Holding History

D.E. Shaw & Co’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
2025
Q4 		– Sell
-38,800
Closed -$969K – 4975
2025
Q3 		$969K Sell
38,800
-14,000
-27% -$378K ﹤0.01% 3481
2025
Q2 		$1.3M Buy
52,800
+26,700
+102% +$646K ﹤0.01% 3052
2025
Q1 		$782K Buy
26,100
+9,700
+59% +$348K ﹤0.01% 3240
2024
Q4 		$636K Buy
16,400
+6,000
+58% +$253K ﹤0.01% 3468
2024
Q3 		$416K Sell
10,400
-63,600
-86% -$2.76M ﹤0.01% 3805
2024
Q2 		$3.2M Buy
74,000
+67,900
+1,113% +$3.33M ﹤0.01% 2222
2024
Q1 		$304K Buy
+6,100
New +$249K ﹤0.01% 3723
2022
Q4 		– Sell
-20,000
Closed -$752K – 5103
2022
Q3 		$752K Buy
+20,000
New +$787K ﹤0.01% 3790
2022
Q2 		– Sell
-21,200
Closed -$826K – 5745
2022
Q1 		$826K Buy
+21,200
New +$764K ﹤0.01% 4054
2017
Q3 		– Sell
-10,800
Closed -$179K – 3589
2017
Q2 		$179K Hold
10,800
– – ﹤0.01% 3210
2017
Q1 		$259K Sell
10,800
-94,200
-90% -$2.61M ﹤0.01% 3029
2016
Q4 		$3.62M Buy
105,000
+30,000
+40% +$1.08M 0.01% 1543
2016
Q3 		$2.89M Sell
75,000
-183,700
-71% -$5.89M 0.01% 1652
2016
Q2 		$6.99M Buy
258,700
+198,700
+331% +$5.57M 0.01% 1089
2016
Q1 		$1.12M Buy
60,000
+40,000
+200% +$552K ﹤0.01% 2280
2015
Q4 		$393K Hold
20,000
– – ﹤0.01% 3223
2015
Q3 		$641K Hold
20,000
– – ﹤0.01% 2904
2015
Q2 		$922K Hold
20,000
– – ﹤0.01% 2764
2015
Q1 		$1.03M Sell
20,000
-50,000
-71% -$2.17M ﹤0.01% 2536
2014
Q4 		$2.7M Buy
70,000
+10,000
+17% +$501K ﹤0.01% 2028
2014
Q3 		$4.68M Hold
60,000
– – 0.01% 1617
2014
Q2 		$5.05M Sell
60,000
-20,000
-25% -$1.53M 0.01% 1623
2014
Q1 		$5.7M Hold
80,000
– – 0.01% 1484
2013
Q4 		$6.65M Buy
80,000
+33,300
+71% +$2.84M 0.01% 1446
2013
Q3 		$3.6M Buy
+46,700
New +$3.23M 0.01% 1888

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

D.E. Shaw & Co's SM Position: Q1 2026 in Review

D.E. Shaw & Co sold out of SM Energy (SM) in Q1 2026, closing a stake of 1,412,606 shares — an estimated $32.2M sold.

D.E. Shaw & Co first reported a position in SM in Q2 2013 and held it in 46 quarters. The position peaked at $57.8M in Q3 2021. 514 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • D.E. Shaw & Co reported no remaining SM Energy position as of Q1 2026 after selling out during the quarter.
  • D.E. Shaw & Co sold 1,412,606 SM Energy shares in Q1 2026, an estimated $32.2M.
  • D.E. Shaw & Co first reported a position in SM Energy in Q2 2013 and held it in 46 quarters.
  • D.E. Shaw & Co's SM Energy position peaked at $57.8M in Q3 2021.
  • 514 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.