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Invesco's SM Energy Company (SM) position

Yes: as of Q1 2026, Invesco holds 1.1M shares of SM worth $35M (0.0% of the disclosed portfolio). Held since at least Q1 2021; that opening coverage snapshot is not counted as a purchase.
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Current value
$35M
Shares held
1.1M
% of portfolio
0.0%
Est. average buy price (i)
$29.62
est. since Q1 2021
Quarter-end price
$31.18

Estimated trade prices

Average price in quarters with purchases
$34.95
Average prices in quarters with sales
  • Q4 2025: $20.26 (1.6M shares sold)
  • Q4 2024: $42.23 (97K shares sold)
  • Q3 2024: $43.38 (67K shares sold)
  • Q2 2024: $49.11 (249K shares sold)
  • Q4 2023: $38.56 (947K shares sold)
  • Q2 2023: $28.25 (706K shares sold)
  • Q1 2023: $30.51 (1.5M shares sold)
  • Q3 2022: $39.34 (202K shares sold)
  • Q4 2021: $31.22 (51K shares sold)
  • Q3 2021: $20.20 (446K shares sold)

SM price vs Invesco's position

1Y 3Y 5Y MAX
Dates
$10$20$40$6020222023202420252026Sold 446K shares (26.6%) · Q3 2021. Average closing price $20.20 · Price range $15.26–$26.39446KsharessoldSold 51K shares (4.1%) · Q4 2021. Average closing price $31.22 · Price range $27.06–$37.6651KsharessoldAdded 1.0M shares (88.5%) · Q1 2022. Average closing price $36.04 · Price range $31.36–$42.481.0MsharespurchasedAdded 1.2M shares (53.2%) · Q2 2022. Average closing price $40.64 · Price range $33.14–$54.361.2MsharespurchasedSold 202K shares (5.9%) · Q3 2022. Average closing price $39.34 · Price range $30.36–$46.90202KsharessoldAdded 138K shares (4.3%) · Q4 2022. Average closing price $41.58 · Price range $33.25–$48.38138KsharespurchasedSold 1.5M shares (43.5%) · Q1 2023. Average closing price $30.51 · Price range $25.32–$34.021.5MsharessoldSold 706K shares (37.3%) · Q2 2023. Average closing price $28.25 · Price range $25.29–$31.63706KsharessoldAdded 865K shares (72.8%) · Q3 2023. Average closing price $37.91 · Price range $30.18–$42.93865KsharespurchasedSold 947K shares (46.1%) · Q4 2023. Average closing price $38.56 · Price range $34.44–$43.51947KsharessoldAdded 602 shares (under 0.1%) · Q1 2024. Average closing price $40.88 · Price range $35.56–$49.85602sharespurchasedSold 249K shares (22.5%) · Q2 2024. Average closing price $49.11 · Price range $43.23–$52.76249KsharessoldSold 67K shares (7.8%) · Q3 2024. Average closing price $43.38 · Price range $38.07–$47.2667KsharessoldSold 97K shares (12.2%) · Q4 2024. Average closing price $42.23 · Price range $36.59–$46.0397KsharessoldAdded 1.2M shares (169.4%) · Q1 2025. Average closing price $35.87 · Price range $27.15–$44.691.2MsharespurchasedAdded 415K shares (22.2%) · Q2 2025. Average closing price $24.21 · Price range $20.39–$30.52415KsharespurchasedAdded 34K shares (1.5%) · Q3 2025. Average closing price $26.97 · Price range $24.97–$28.9834KsharespurchasedSold 1.6M shares (67.2%) · Q4 2025. Average closing price $20.26 · Price range $17.85–$25.851.6MsharessoldAdded 374K shares (49.1%) · Q1 2026. Average closing price $22.81 · Price range $17.57–$32.72374Ksharespurchased← Earlier —1 purchase
Average closing price · filing quarter
$22.81
Price range · filing quarter
$17.57 – $32.72
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2026 Added +374K +$8.5M +49.1% 1.1M May 12, 2026
Q4 2025 Reduced −1.6M −$32M −67.2% 762K Feb 19, 2026
Q3 2025 Added +34K +$910K +1.5% 2.3M Nov 13, 2025
Q2 2025 Added +415K +$10M +22.2% 2.3M Aug 13, 2025
Q1 2025 Added +1.2M +$42M +169.4% 1.9M May 12, 2025
Q4 2024 Reduced −97K −$4.1M −12.2% 695K Feb 13, 2025
Q3 2024 Reduced −67K −$2.9M −7.8% 792K Nov 12, 2024
Q2 2024 Reduced −249K −$12M −22.5% 859K Aug 13, 2024
Q1 2024 Added +602 +$25K +0.1% 1.1M May 14, 2024
Q4 2023 Reduced −947K −$37M −46.1% 1.1M Feb 13, 2024
Q3 2023 Added +865K +$33M +72.8% 2.1M Nov 13, 2023
Q2 2023 Reduced −706K −$20M −37.3% 1.2M Aug 11, 2023
Q1 2023 Reduced −1.5M −$44M −43.5% 1.9M May 12, 2023
Q4 2022 Added +138K +$5.7M +4.3% 3.4M Feb 13, 2023
Q3 2022 Reduced −202K −$7.9M −5.9% 3.2M Nov 14, 2022
Q2 2022 Added +1.2M +$48M +53.2% 3.4M Aug 15, 2022
Q1 2022 Added +1.0M +$38M +88.5% 2.2M May 16, 2022
Q4 2021 Reduced −51K −$1.6M −4.1% 1.2M Feb 14, 2022
Q3 2021 Reduced −446K −$9.0M −26.6% 1.2M Nov 15, 2021
Q2 2021 Added +203K +$3.9M +13.7% 1.7M Aug 17, 2021
Q1 2021 First covered – – – 1.5M May 17, 2021
Data through Q1 2026 · filed May 12, 2026
21 grouped rows from 21 quarters

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Common questions

Does Invesco own SM?

Yes. As of Q1 2026, Invesco disclosed 1.1M shares of SM, worth $35M. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Invesco buy SM?

Invesco held SM since at least Q1 2021, when this filing coverage begins; the opening snapshot is not a disclosed purchase. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Invesco sell SM?

The quarter-by-quarter table above shows each sale and reduction Invesco disclosed in SM. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of SM does Invesco own?

Invesco disclosed 1.1M shares of SM as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Invesco pay for SM?

Invesco began building the SM position before our 13F history starts, so an exact average buy price cannot be estimated without understating it. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.