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SM Energy shares owned by Heritage Wealth Management

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

Historical chart of Heritage Wealth Management investment in SM Energy

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

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Quarterly reported holdings in SM Energy by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $334k 6.7k 49.85
2023-12-31 $263k 6.8k 38.72

More positions owned by Heritage Wealth Management

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Xpel (XPEL)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Core Msci Emkt (IEMG)
Broadcom (AVGO)
Kla Corp Com New (KLAC)

View all positions for Heritage Wealth Management

Top funds holding SM Energy

Vanguard Group
Dimensional Fund Advisors
Jpmorgan Chase & Co
River Road Asset Management
Charles Schwab Investment Management
Aventail Capital Group
Goldman Sachs Group
Bank of New York Mellon
Congress Asset Management
William Blair Investment Management
Palisade Capital Management
Channing Capital Management
Allspring Global Investments Holdings
D. E. Shaw & Co
Jennifer Ranahan

View all funds holding SM Energy