Position in SM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,779,697
+$1,377,796 QoQ
Shares Held
89,150
+18.9% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in SM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Mar 31, 2026Dana Investment Advisors, Inc. holds $82,135,256 across 15 Oil & Gas E&P names. SM ranks #8 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FANG |
Diamondback Energy, Inc.
|
162,231 | $32,087,669 | |
| 2 | PR |
Permian Resources Corp
|
498,224 | $10,622,135 | |
| 3 | CRGY |
Crescent Energy Co
|
655,625 | $8,850,937 | |
| 4 | CRK |
Comstock Resources Inc
|
312,976 | $6,597,534 | |
| 5 | EQT |
EQT Corp
|
70,370 | $4,478,346 | |
| 6 | NOG |
Northern Oil & Gas, Inc.
|
136,531 | $3,990,801 | |
| 7 | EOG |
Eog Resources Inc
|
22,625 | $3,270,896 | |
| 8 | SM |
SM Energy Co
This page
|
89,150 | $2,779,697 |
All Filings in SM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,779,697 | 89,150 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,401,901 | 74,968 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,016,029 | 40,690 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $934,655 | 37,825 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,071,071 | 35,762 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,294,273 | 33,392 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,312,454 | 32,836 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||