EnRich Financial Partners »

SM Energy shares owned by EnRich Financial Partners

Quarter-by-quarter ownership of SM Energy (SM) shares owned by EnRich Financial Partners from 13F filings

Historical chart of EnRich Financial Partners investment in SM Energy

Tip: Access up to 7 years of quarterly data

All positions including SM Energy held by EnRich Financial Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SM Energy by EnRich Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $16k 400 39.97
2024-06-30 $17k 400 43.23
2024-03-31 $20k 400 49.85

More positions owned by EnRich Financial Partners

Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Pimco Etf Tr Multisector Bd (PYLD)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Mid Cap Etf (VO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for EnRich Financial Partners

Top funds holding SM Energy

BlackRock
BlackRock
Vanguard Group
Dimensional Fund Advisors
State Street Corporation
Pacer Advisors
Jpmorgan Chase & Co
American Century Companies
Geode Capital Management
Macquarie Group
Westwood Holdings
First Trust Advisors
River Road Asset Management
Goldman Sachs Group
Voloridge Investment Management

View all funds holding SM Energy