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SM Energy shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of SM Energy (SM) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in SM Energy

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All positions including SM Energy held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SM Energy by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $22M 540k 39.97
2024-06-30 $25M 566k 43.23
2024-03-31 $24M 490k 49.85
2023-09-30 $14M 342k 39.65
2023-06-30 $8.3M 261k 31.63
2023-03-31 $2.9M 208k 13.87
2022-12-31 $3.2M 92k 34.83
2022-09-30 $869k 23k 37.62
2022-06-30 $725k 21k 34.21
2022-03-31 $352k 9.0k 38.92
2021-12-31 $553k 19k 29.49
2021-09-30 $409k 16k 26.35
2021-06-30 $491k 20k 24.62
2021-03-31 $391k 24k 16.36
2020-12-31 $225k 37k 6.13
2020-09-30 $34k 22k 1.58
2020-06-30 $52k 14k 3.76
2019-06-30 $281k 23k 12.51
2019-03-31 $221k 13k 17.47
2018-06-30 $7.0k 272 25.74
2018-03-31 $4.0k 152 26.32
2017-12-31 $2.0k 88 22.73
2017-09-30 $6.0k 311 19.29
2017-06-30 $7.0k 421 16.63
2017-03-31 $10k 421 23.75
2016-12-31 $15k 462 32.47
2015-12-31 $477k 24k 19.66
2015-09-30 $683k 21k 32.02
2015-06-30 $793k 17k 46.12
2015-03-31 $508k 9.8k 51.72
2014-12-31 $107k 2.8k 38.64
2014-09-30 $397k 5.1k 77.98
2014-06-30 $279k 3.3k 84.16
2014-03-31 $122k 1.7k 71.18
2013-12-31 $838k 10k 83.10
2013-09-30 $866k 11k 77.19
2013-06-30 $94k 1.6k 60.10

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Envestnet Asset Management

Top funds holding SM Energy

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

View all funds holding SM Energy