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JFG
Jefferies Financial Group’s
SM Energy
SM
Stock Holding History
Jefferies Financial Group’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
2026
Q1
–
Sell
-54,982
Closed
-$1.03M
–
2190
2025
Q4
$1.03M
Buy
+54,982
New
+$1.11M
0.01%
1065
2025
Q3
–
Sell
-20,966
Closed
-$518K
–
1688
2025
Q2
$518K
Sell
20,966
-922
-4%
-$22.3K
0.01%
897
2025
Q1
$656K
Buy
+21,888
New
+$785K
0.01%
967
2023
Q4
–
Sell
-22,692
Closed
-$900K
–
1998
2023
Q3
$900K
Buy
22,692
+10,266
+83%
+$389K
0.02%
864
2023
Q2
$393K
Sell
12,426
-3,162
-20%
-$89.3K
0.01%
1257
2023
Q1
$439K
Buy
+15,588
New
+$476K
0.01%
1131
Other funds holding SM
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New York
$5.7T AUM
30.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Canada Pension Plan Investment Board
Toronto Ontario, Ontario, Canada
$155B AUM
29.93%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
AC
Aristeia Capital
Greenwich, Connecticut
$4.36B AUM
24.94%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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