Ken Fisher's SM Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 944,067 shares of SM Energy Company (SM) worth $17.65 M, representing 0.01% of the portfolio. First purchased in 2024-Q1, this short-term holding has been held for 8 quarters.
Based on 13F filings, Ken Fisher has maintained this position in SM for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2024, adding 354,297 shares. Largest reduction occurred in Q2 2025, reducing 575 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's SM Energy Company (SM) Holding Value Over Time
Track share changes against reported price movement
Quarterly SM Energy Company (SM) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +47,735 | Add 5.33% | 944,067 | $18.70 |
| Q3 2025 | +35,031 | Add 4.07% | 896,332 | $24.97 |
| Q2 2025 | -575 | Reduce 0.07% | 861,301 | $24.71 |
| Q1 2025 | +342,574 | Add 65.97% | 861,876 | $29.95 |
| Q4 2024 | +354,297 | Add 214.72% | 519,302 | $38.76 |
| Q3 2024 | +24,660 | Add 17.57% | 165,005 | $39.97 |
| Q2 2024 | +74,561 | Add 113.34% | 140,345 | $43.23 |
| Q1 2024 | +65,784 | New Buy | 65,784 | $49.85 |
Ken Fisher's SM Energy Company Investment FAQs
Ken Fisher first purchased SM Energy Company (SM) in Q1 2024, acquiring 65,784 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held SM Energy Company (SM) for 8 quarters since Q1 2024.
Ken Fisher's largest addition to SM Energy Company (SM) was in Q4 2024, adding 519,302 shares worth $20.13 M.
According to the latest 13F filing for Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 944,067 shares of SM Energy Company (SM), valued at approximately $17.65 M.
As of the Q4 2025 filing, SM Energy Company (SM) represents approximately 0.01% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in SM Energy Company (SM) was 944,067 shares, as reported at the end of Q4 2025.