Jefferies Group's SM Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 54,982 shares of SM Energy Company (SM) worth $1.03 M, representing 0.01% of the portfolio. First purchased in 2023-Q1, this short-term holding has been held for 8 quarters.
Based on 13F filings, Jefferies Group has maintained this position in SM for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 54,982 shares. Largest reduction occurred in Q4 2023, reducing 22,692 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's SM Energy Company (SM) Holding Value Over Time
Track share changes against reported price movement
Quarterly SM Energy Company (SM) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +54,982 | New Buy | 54,982 | $18.70 |
| Q3 2025 | -20,966 | Sold Out | 0 | $0.00 |
| Q2 2025 | -922 | Reduce 4.21% | 20,966 | $24.71 |
| Q1 2025 | +21,888 | New Buy | 21,888 | $29.95 |
| Q4 2023 | -22,692 | Sold Out | 0 | $0.00 |
| Q3 2023 | +10,266 | Add 82.62% | 22,692 | $39.65 |
| Q2 2023 | -3,162 | Reduce 20.28% | 12,426 | $31.63 |
| Q1 2023 | +15,588 | New Buy | 15,588 | $28.16 |
Jefferies Group's SM Energy Company Investment FAQs
Jefferies Group first purchased SM Energy Company (SM) in Q1 2023, acquiring 15,588 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held SM Energy Company (SM) for 8 quarters since Q1 2023.
Jefferies Group's largest addition to SM Energy Company (SM) was in Q4 2025, adding 54,982 shares worth $1.03 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 54,982 shares of SM Energy Company (SM), valued at approximately $1.03 M.
As of the Q4 2025 filing, SM Energy Company (SM) represents approximately 0.01% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in SM Energy Company (SM) was 54,982 shares, as reported at the end of Q4 2025.