A detailed history of First National Advisers, LLC transactions in Sm Energy CO stock. As of the latest transaction made, First National Advisers, LLC holds 12,604 shares of SM stock, worth $237,837. This represents 0.04% of its overall portfolio holdings.

Number of Shares
12,604
Previous 12,026 4.81%
Holding current value
$237,837
Previous $297,000 5.72%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025

BUY
$24.97 - $28.98 $14,432 - $16,750
578 Added 4.81%
12,604 $314,000
Q2 2025

Aug 13, 2025

BUY
$20.39 - $30.52 $14,436 - $21,608
708 Added 6.26%
12,026 $297,000
Q1 2025

May 07, 2025

BUY
$27.15 - $44.69 $307,283 - $505,801
11,318 New
11,318 $338,000
Q3 2024

Oct 15, 2024

BUY
$38.07 - $47.26 $79,452 - $98,631
2,087 Added 25.84%
10,165 $406,000
Q2 2024

Aug 13, 2024

BUY
$43.23 - $52.76 $31,644 - $38,620
732 Added 9.96%
8,078 $349,000
Q1 2024

May 15, 2024

BUY
$35.56 - $49.85 $261,223 - $366,198
7,346 New
7,346 $366,000

Others Institutions Holding SM

About SM Energy Co


  • Ticker SM
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas E&P
  • Shares Outstandng 123,000,000
  • Market Cap $2.32B
  • Description
  • SM Energy Company, an independent energy company, engages in the acquisition, exploration, development, and production of oil, natural gas, and natural gas liquids in the state of Texas. As of February 24, 2022, it had 492.0 million barrels of oil equivalent of estimated proved reserves. It also has working interests in 825 gross productive oil ...
More about SM
Track This Portfolio

Track First National Advisers, LLC Portfolio

Follow First National Advisers, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of First National Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on First National Advisers, LLC with notifications on news.