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SM Energy shares owned by Fortis Capital Advisors

Quarter-by-quarter ownership of SM Energy (SM) shares owned by Fortis Capital Advisors from 13F filings

Historical chart of Fortis Capital Advisors investment in SM Energy

Tip: Access up to 7 years of quarterly data

All positions including SM Energy held by Fortis Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SM Energy by Fortis Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $218k 7.0k 31.18

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Top funds holding SM Energy

BlackRock
Vanguard Portfolio Management
Canada Pension Plan Investment Board
Vanguard Group
Aristeia Capital
Vanguard Capital Management
Dimensional Fund Advisors
State Street Corporation
Geode Capital Management
Millennium Management
American Century Companies
Morgan Stanley
Nomura Asset Management International
Mackenzie Financial
Goldman Sachs Group

View all funds holding SM Energy