Skip to main content

Baird Financial Group, Inc.

Position in SM — SM Energy Co

CIK 1648711 MILWAUKEE, WI

Position in SM

as of Mar 31, 2026 · filed May 14, 2026
Position Value
$11,947,458
+$6,242,780 QoQ
Shares Held
383,177
+25.6% QoQ
Ownership
0.161%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in SM Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas E&P

Energy · as of Jun 30, 2026

Baird Financial Group, Inc. holds $178,015,819 across 13 Oil & Gas E&P names.

# Ticker Company Shares Value (USD) Open

All Filings in SM

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $11,947,458 383,177
2025-12-31 $5,704,678 305,063
2025-09-30 $9,582,112 383,745
2025-06-30 $9,698,279 392,484
2025-03-31 $11,639,737 388,639
2024-12-31 $14,963,956 386,067
2024-09-30 $14,254,860 356,639
2024-06-30 $14,358,152 332,134
2024-03-31 $15,108,089 303,071
2023-12-31 $10,280,237 265,502
2023-09-30 $9,339,159 235,540
2023-06-30 $6,896,509 218,037