Kestra Investment Management, LLC

Position in SM — SM Energy Co

CIK 1962449 AUSTIN, TX

Position in SM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$235,239

-$407,069 QoQ

Shares Held

9,013

-56.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#331

of 493 holders

Holding Since

Mar 2025

4 quarters on record

Energy · as of Jun 30, 2026

Kestra Investment Management, LLC holds $3,525,554 across 4 Oil & Gas E&P names. SM ranks #4 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DVN	Devon Energy Corp/De	37,603	$1,553,755
2	COP	Conocophillips	9,502	$987,827
3	CNX	CNX Resources Corp	22,067	$748,733
4	SM	SM Energy Co This page	9,013	$235,239

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$235,239	9,013	-56.2%	Shares	Sole	2026-08-05
2026-03-31	$642,308	20,600	+57122.2%	Shares	Sole	2026-05-11
2025-06-30	$889	36	0.0%	Shares	Sole	2025-08-15
2025-03-31	$1,078	36	—	Shares	Sole	2025-05-16
No filing history on record for this holder in this stock.