SM — SM ENERGY CO

Ownership history in Vise Technologies, Inc.  ·  4 quarters on record

This page tracks every 13F SEC filing in which Vise Technologies, Inc. reported a position in SM ENERGY CO (SM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.06% (2023 Q3)
Avg. % of fund
0.03%
First filed
2023 Q3
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 8,717 +115 +1.3% 0.01% $218K $24.27
2025 Q2 ADDED 8,602 +3,862 +81.5% 0.01% $213K $23.84
2024 Q1 REDUCED 4,740 -1,273 -21.2% 0.05% $236K $46.86
2023 Q3 INITIATED 6,013 — — 0.06% $238K —
% of Fund (quarterly)    SM price (monthly, adj. close)

Other funds also holding SM

As of 2025 Q4 — sorted by position size

FEARNLEY ASSET MANAGEMENT AS 7.52% THOMIST CAPITAL MANAGEMENT, LP 3Y 2.2% Sagefield Capital LP 3Y 1.72% Pekin Hardy Strauss, Inc. 3Y 7Y 0.69% IRONWOOD INVESTMENT MANAGEMENT LLC 3Y 7Y 0.63% DENALI ADVISORS LLC 3Y 7Y 0.62% PALISADE CAPITAL MANAGEMENT, LP 3Y 7Y 0.55% CacheTech Inc. 0.54% Adams Wealth Management 3Y 0.54% Tanglewood Legacy Advisors, LLC 3Y 0.52%
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