What smart money is saying about SM Energy
SM
No fund has written a full thesis on SM Energy in our archive, but 1 fund letter reports a position in it — most recently Blue Tower Asset Management Strategy in June 2026.
1
Reported positions
1
Bought
0
Sold
1
Letter
Position history
Every position in SM Energy on record in the archive was reported in Q2 2026, across 1 fund letter — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 1 | 0 | 0 |
Fund activity · 1 position · 1 move
- New positionBlue Tower Asset Management StrategyJune 2026
“In Q1, we built up positions in Petrobras and SM Energy, which have been a drag on performance.”
Read the letterSM Energy
Read the letters behind these SM Energy positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
View plans→Share this ledger