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SM Energy shares owned by Kestra Investment Management

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

Historical chart of Kestra Investment Management investment in SM Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SM Energy by Kestra Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $642k 21k 31.18
2025-06-30 $24k 981 24.71
2025-03-31 $1.1k 36 29.97

More positions owned by Kestra Investment Management

Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core Univrsl Usd (IUSB)
Spdr Series Trust State Street Spd (SPYG)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core S&p Us Gwt (IUSG)
Dimensional Etf Trust Intl High Profit (DIHP)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Global X Fds Us Infr Dev Etf (PAVE)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Kestra Investment Management

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