Chuck Royce's SM Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 399,006 shares of SM Energy Company (SM) worth $7.46 M, representing 0.08% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 21 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in SM, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 136,166 shares. Largest reduction occurred in Q2 2014, reducing 215,100 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's SM Energy Company (SM) Holding Value Over Time
Track share changes against reported price movement
Quarterly SM Energy Company (SM) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +42,398 | Add 11.89% | 399,006 | $18.70 |
| Q3 2025 | +65,732 | Add 22.60% | 356,608 | $24.97 |
| Q2 2025 | +20,816 | Add 7.71% | 290,876 | $24.71 |
| Q1 2025 | +37,537 | Add 16.14% | 270,060 | $29.95 |
| Q4 2024 | +14,644 | Add 6.72% | 232,523 | $38.76 |
| Q3 2024 | +11,153 | Add 5.40% | 217,879 | $39.97 |
| Q2 2024 | +70,560 | Add 51.82% | 206,726 | $43.23 |
| Q1 2024 | +136,166 | New Buy | 136,166 | $49.85 |
| Q4 2023 | -22,242 | Sold Out | 0 | $0.00 |
| Q3 2023 | -16,656 | Reduce 42.82% | 22,242 | $39.65 |
| Q2 2023 | -14,760 | Reduce 27.51% | 38,898 | $31.63 |
| Q1 2023 | +27,332 | Add 103.82% | 53,658 | $28.16 |
| Q4 2022 | +16,226 | Add 160.65% | 26,326 | $34.83 |
| Q3 2022 | +10,100 | New Buy | 10,100 | $37.62 |
| Q4 2014 | -32,342 | Sold Out | 0 | $0.00 |
| Q2 2014 | -215,100 | Reduce 86.93% | 32,342 | $84.10 |
| Q2 2013 | +247,442 | Add 0.00% | 247,442 | $59.98 |
Chuck Royce's SM Energy Company Investment FAQs
Chuck Royce first purchased SM Energy Company (SM) in Q2 2013, acquiring 247,442 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held SM Energy Company (SM) for 21 quarters since Q2 2013.
Chuck Royce's largest addition to SM Energy Company (SM) was in Q2 2013, adding 247,442 shares worth $14.84 M.
According to the latest 13F filing for Q4 2025, Chuck Royce's firm, Royce & Associates Lp, owns 399,006 shares of SM Energy Company (SM), valued at approximately $7.46 M.
As of the Q4 2025 filing, SM Energy Company (SM) represents approximately 0.08% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in SM Energy Company (SM) was 399,006 shares, as reported at the end of Q4 2025.