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SM Energy shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of SM Energy (SM) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in SM Energy

Tip: Access up to 7 years of quarterly data

All positions including SM Energy held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SM Energy by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $3.5M 143k 24.71
2025-03-31 $4.0M 133k 29.95
2024-12-31 $4.5M 117k 38.76
2024-09-30 $4.4M 111k 39.97
2024-03-31 $5.2M 105k 49.85
2023-12-31 $3.1M 81k 38.72

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Top funds holding SM Energy

BlackRock
Vanguard Group
State Street Corporation
Dimensional Fund Advisors
American Century Companies
Westwood Holdings
Jpmorgan Chase & Co
Macquarie Group
Geode Capital Management
Woodline Partners
Invesco
Point72 Asset Management
River Road Asset Management
Morgan Stanley
Goldman Sachs Group

View all funds holding SM Energy