Position in SM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,536,345
-$243,352 QoQ
Shares Held
97,178
+9.0% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#142
of 496 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in SM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Dana Investment Advisors, Inc. holds $68,228,798 across 15 Oil & Gas E&P names. SM ranks #8 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FANG |
Diamondback Energy, Inc.
|
155,389 | $27,314,278 | |
| 2 | PR |
Permian Resources Corp
|
490,300 | $9,026,423 | |
| 3 | CRGY |
Crescent Energy Co
|
645,193 | $6,335,795 | |
| 4 | CRK |
Comstock Resources Inc
|
307,872 | $4,593,450 | |
| 5 | NOG |
Northern Oil & Gas, Inc.
|
223,890 | $4,063,603 | |
| 6 | EQT |
EQT Corp
|
69,418 | $3,690,955 | |
| 7 | EOG |
Eog Resources Inc
|
22,569 | $2,927,876 | |
| 8 | SM |
SM Energy Co
This page
|
97,178 | $2,536,345 |
All Filings in SM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,536,345 | 97,178 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||