SM ENERGY CO · CUSIP 78454L100 · CIK 1020317
As of 2026-06-30, Pekin Hardy Strauss, Inc. reported 485.03K SM (shares), valued at $12.66M, or 1.12% of its reported non-derivative portfolio. Filed 2026-07-30.
Verify history & sources →Shares increased 3.25%; reported value decreased 13.58%, and weight changed -0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.12% | 485,033 | SEC filing ↗Filed Jul 30, 2026 |
| Q1 2026 | 1.53% | 469,785 | SEC filing ↗Filed May 7, 2026 |
| Q4 2025 | 0.69% | 397,039 | SEC filing ↗Filed Jan 30, 2026 |
| Q3 2025 | 0.80% | 319,401 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | 0.86% | 305,006 | SEC filing ↗Filed Aug 6, 2025 |
| Q1 2025 | 0.68% | 186,715 | SEC filing ↗Filed Apr 30, 2025 |
| Q4 2024 | 0.85% | 172,525 | SEC filing ↗Filed Feb 4, 2025 |
| Q3 2024 | 0.91% | 178,750 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 0.99% | 166,648 | SEC filing ↗Filed Aug 9, 2024 |
| Q1 2024 | 1.49% | 218,539 | SEC filing ↗Filed May 3, 2024 |
| Q4 2023 | 1.31% | 225,991 | SEC filing ↗Filed Feb 5, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 1.31% | 225,991 | $8.75M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 5, 2024 |
| Q1 2024 | 1.49% | 218,539 | $10.89M | Shares decreased 3.30%; reported value increased 24.50%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 3, 2024 |
| Q2 2024 | 0.99% | 166,648 | $7.20M | Shares decreased 23.74%; reported value decreased 33.87%, and weight changed -0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 9, 2024 |
| Q3 2024 | 0.91% | 178,750 | $7.14M | Shares increased 7.26%; reported value decreased 0.83%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 0.85% | 172,525 | $6.69M | Shares decreased 3.48%; reported value decreased 6.40%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2025 |
| Q1 2025 | 0.68% | 186,715 | $5.59M | Shares increased 8.22%; reported value decreased 16.37%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2025 |
| Q2 2025 | 0.86% | 305,006 | $7.54M | Shares increased 63.35%; reported value increased 34.77%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2025 |
| Q3 2025 | 0.80% | 319,401 | $7.98M | Shares increased 4.72%; reported value increased 5.82%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 0.69% | 397,039 | $7.42M | Shares increased 24.31%; reported value decreased 6.91%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2026 |
| Q1 2026 | 1.53% | 469,785 | $14.65M | Shares increased 18.32%; reported value increased 97.29%, and weight changed +0.84 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2026 |
| Q2 2026 | 1.12% | 485,033 | $12.66M | Shares increased 3.25%; reported value decreased 13.58%, and weight changed -0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.