Legacy Investment Solutions »

SM Energy shares owned by Legacy Investment Solutions

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

Historical chart of Legacy Investment Solutions investment in SM Energy

Tip: Access up to 7 years of quarterly data

All positions including SM Energy held by Legacy Investment Solutions 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 Legacy Investment Solutions

Quarter filed Position value Share count Share price at filing
2025-06-30 $82k 3.3k 24.71
2024-12-31 $65k 1.7k 37.38
2024-09-30 $83k 1.9k 43.72

More positions owned by Legacy Investment Solutions

Biosig Technologies (STEX)
NeoVo (NEOV)
Proshares Tr Bitcoin Etf (BITO)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Volatility Shs Tr 2x Ether Etf New (ETHU)
Ishares Tr Ultra Short Dur (ICSH)
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)
Eagle Pt Cr (ECC)
Uscf Etf Tr Gold Strategy (USG)
Fs Kkr Capital Corp (FSK)
Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Simplify Exchange Traded Fun Volatility Prem (SVOL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Microstrategy Cl A New (MSTR)

View all positions for Legacy Investment Solutions

Top funds holding SM Energy

BlackRock
Vanguard Group
State Street Corporation
Dimensional Fund Advisors
American Century Companies
Westwood Holdings
Jpmorgan Chase & Co
Macquarie Group
Geode Capital Management
Woodline Partners
Invesco
Point72 Asset Management
River Road Asset Management
Morgan Stanley
Goldman Sachs Group

View all funds holding SM Energy