Dmitry Balyasny’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $21.9M | Buy |
839,539
+799,965
| +2,021% | +$24M | 0.03% | 674 |
|
|
2026
Q1 | $1.23M | Sell |
39,574
-1,743,792
| -98% | -$39.8M | ﹤0.01% | 1996 |
|
|
2025
Q4 | $33.3M | Buy |
1,783,366
+756,921
| +74% | +$15.3M | 0.04% | 494 |
|
|
2025
Q3 | $25.6M | Buy |
1,026,445
+7,485
| +0.7% | +$202K | 0.03% | 606 |
|
|
2025
Q2 | $25.2M | Buy |
+1,018,960
| New | +$24.7M | 0.04% | 575 |
|
|
2025
Q1 | – | Sell |
-195,400
| Closed | -$7.57M | – | 3241 |
|
|
2024
Q4 | $7.57M | Sell |
195,400
-164,645
| -46% | -$6.95M | 0.01% | 1092 |
|
|
2024
Q3 | $14.4M | Buy |
360,045
+348,527
| +3,026% | +$15.1M | 0.02% | 776 |
|
|
2024
Q2 | $498K | Sell |
11,518
-2,740
| -19% | -$135K | ﹤0.01% | 2059 |
|
|
2024
Q1 | $711K | Sell |
14,258
-2,397
| -14% | -$98K | ﹤0.01% | 1926 |
|
|
2023
Q4 | $645K | Sell |
16,655
-476,294
| -97% | -$18.4M | ﹤0.01% | 1843 |
|
|
2023
Q3 | $19.5M | Sell |
492,949
-787,760
| -62% | -$29.9M | 0.04% | 575 |
|
|
2023
Q2 | $40.5M | Sell |
1,280,709
-366,424
| -22% | -$10.4M | 0.09% | 305 |
|
|
2023
Q1 | $46.4M | Buy |
1,647,133
+1,224,422
| +290% | +$37.4M | 0.12% | 241 |
|
|
2022
Q4 | $14.7M | Buy |
422,711
+353,878
| +514% | +$14.7M | 0.04% | 597 |
|
|
2022
Q3 | $2.59M | Buy |
+68,833
| New | +$2.71M | 0.01% | 1350 |
|
|
2022
Q1 | – | Sell |
-324,902
| Closed | -$9.58M | – | 2811 |
|
|
2021
Q4 | $9.58M | Buy |
324,902
+67,580
| +26% | +$2.11M | 0.03% | 644 |
|
|
2021
Q3 | $6.79M | Buy |
+257,322
| New | +$5.2M | 0.03% | 714 |
|
|
2020
Q3 | – | Sell |
-10,739
| Closed | -$40K | – | 1569 |
|
|
2020
Q2 | $40K | Buy |
+10,739
| New | +$35.2K | ﹤0.01% | 1074 |
|
|
2020
Q1 | – | Sell |
-686,884
| Closed | -$7.72M | – | 1488 |
|
|
2019
Q4 | $7.72M | Buy |
+686,884
| New | +$6.19M | 0.05% | 492 |
|
|
2019
Q3 | – | Sell |
-15,204
| Closed | -$190K | – | 1547 |
|
|
2019
Q2 | $190K | Sell |
15,204
-23,276
| -60% | -$338K | ﹤0.01% | 1400 |
|
|
2019
Q1 | $673K | Buy |
+38,480
| New | +$684K | ﹤0.01% | 1123 |
|
|
2018
Q4 | – | Sell |
-29,080
| Closed | -$917K | – | 1728 |
|
|
2018
Q3 | $917K | Buy |
+29,080
| New | +$835K | ﹤0.01% | 1206 |
|
|
2018
Q2 | – | Sell |
-40,057
| Closed | -$722K | – | 2113 |
|
|
2018
Q1 | $722K | Buy |
+40,057
| New | +$866K | ﹤0.01% | 1335 |
|
|
2017
Q4 | – | Sell |
-41,865
| Closed | -$743K | – | 2280 |
|
|
2017
Q3 | $743K | Buy |
41,865
+14,987
| +56% | +$234K | ﹤0.01% | 1242 |
|
|
2017
Q2 | $444K | Sell |
26,878
-2,247,952
| -99% | -$44.6M | ﹤0.01% | 1248 |
|
|
2017
Q1 | $54.6M | Buy |
2,274,830
+2,051,430
| +918% | +$56.8M | 0.25% | 94 |
|
|
2016
Q4 | $7.7M | Sell |
223,400
-77,700
| -26% | -$2.81M | 0.04% | 561 |
|
|
2016
Q3 | $11.6M | Sell |
301,100
-350,693
| -54% | -$11.2M | 0.07% | 362 |
|
|
2016
Q2 | $17.6M | Buy |
+651,793
| New | +$18.3M | 0.11% | 243 |
|
|
2015
Q3 | – | Sell |
-484,710
| Closed | -$22.4M | – | 1357 |
|
|
2015
Q2 | $22.4M | Buy |
484,710
+99,014
| +26% | +$5.22M | 0.14% | 190 |
|
|
2015
Q1 | $19.9M | Sell |
385,696
-108,433
| -22% | -$4.71M | 0.16% | 200 |
|
|
2014
Q4 | $19.1M | Buy |
+494,129
| New | +$24.8M | 0.18% | 170 |
|
|
2013
Q4 | – | Sell |
-350,000
| Closed | -$27M | – | 618 |
|
|
2013
Q3 | $27M | Sell |
350,000
-936,756
| -73% | -$64.8M | 0.36% | 56 |
|
|
2013
Q2 | $77.2M | Buy |
+1,286,756
| New | +$78.4M | 1.3% | 9 |
|
Other funds holding SM
AC
DSC
Dmitry Balyasny's SM Position: Q2 2026 in Review
Dmitry Balyasny increased its SM Energy (SM) stake by 2,021% in Q2 2026, buying an estimated $24M and bringing the position to 839,539 shares worth $21.9M. The position accounts for 0.03% of the portfolio, ranked #674.
Dmitry Balyasny first reported a position in SM in Q2 2013 and has held it in 34 quarters since. The position peaked at $77.2M in Q2 2013. 496 funds tracked by Wall St. Rank hold SM as of Q2 2026.
- Dmitry Balyasny held 839,539 shares of SM Energy worth $21.9M as of Q2 2026.
- Dmitry Balyasny bought 799,965 SM Energy shares in Q2 2026, an estimated $24M.
- SM Energy made up 0.03% of Dmitry Balyasny's portfolio in Q2 2026, its #674 holding.
- Dmitry Balyasny first reported a position in SM Energy in Q2 2013 and has held it in 34 quarters since.
- Dmitry Balyasny's SM Energy position peaked at $77.2M in Q2 2013.
- 496 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.
Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.