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SM · GEV in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

SMGEV
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • SM
  • GEV
0102030402020202120222023202420252026
Holders and value by quarter
QuarterSMGEV
Q1 20202 holders, $6.5mnone listed holders, n.a.
Q2 20201 holders, $12mnone listed holders, n.a.
Q1 20215 holders, $67mnone listed holders, n.a.
Q2 20216 holders, $147mnone listed holders, n.a.
Q3 20218 holders, $204mnone listed holders, n.a.
Q4 20217 holders, $199mnone listed holders, n.a.
Q1 20228 holders, $206mnone listed holders, n.a.
Q2 202210 holders, $279mnone listed holders, n.a.
Q3 202210 holders, $258mnone listed holders, n.a.
Q4 20229 holders, $217mnone listed holders, n.a.
Q1 20238 holders, $154mnone listed holders, n.a.
Q2 202310 holders, $199mnone listed holders, n.a.
Q3 202310 holders, $199mnone listed holders, n.a.
Q4 20235 holders, $78mnone listed holders, n.a.
Q1 20246 holders, $194m3 holders, $544m
Q2 20249 holders, $198m26 holders, $9.8bn
Q3 20249 holders, $160m31 holders, $11.9bn
Q4 20247 holders, $72m37 holders, $15.3bn
Q1 20256 holders, $47m36 holders, $14.8bn
Q2 20259 holders, $82m36 holders, $26.3bn
Q3 20259 holders, $160m35 holders, $29.5bn
Q4 20257 holders, $59m34 holders, $28.7bn
Q1 20265 holders, $179m31 holders, $36.7bn
Q2 20264 holders, $157m28 holders, $45.0bn
SM

SM Energy Co

Holders
7
Reported value
$72m
Buyers
3
Sellers
5

Breadth -2 among 94 comparable managers.

EnergyEnergy and power infrastructure · L3VLUPOil and gas
GEV

Ge Vernova Inc

Holders
37
Reported value
$15.3bn
Buyers
25
Sellers
15

Breadth +10 among 94 comparable managers.

IndustrialsEnergy and power infrastructure · L3VLUPIndustrials and automation · L3VLUP

Who holds both, Q4 2024

Among the 38 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SM (1)

First Eagle Investment Management LLC

Only GEV (31)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Capital Research Global Investors, Citadel Advisors LLC, Coatue Management LLC, Discovery Capital Management LLC, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Light Street Capital Management LLC, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Renaissance Technologies LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, and 6 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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