SM Energy shares owned by Meritage Portfolio Management
Quarter-by-quarter ownership of SM Energy (SM) shares owned by Meritage Portfolio Management
from 13F filings
Historical chart of Meritage Portfolio Management investment in SM Energy
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Quarterly reported holdings in SM Energy by Meritage Portfolio Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $209k | 8.4k | 24.97 |
| 2025-06-30 | $322k | 13k | 24.71 |
| 2025-03-31 | $370k | 12k | 29.95 |
| 2024-12-31 | $499k | 13k | 38.76 |
| 2024-09-30 | $458k | 12k | 39.99 |
| 2024-06-30 | $453k | 11k | 43.19 |
| 2024-03-31 | $523k | 11k | 49.84 |
| 2023-12-31 | $430k | 11k | 38.72 |
| 2023-09-30 | $431k | 11k | 39.63 |
| 2023-06-30 | $355k | 11k | 31.60 |
| 2023-03-31 | $265k | 9.4k | 28.15 |
| 2022-12-31 | $349k | 10k | 34.80 |
| 2022-09-30 | $354k | 9.4k | 37.64 |
| 2022-06-30 | $320k | 9.4k | 34.14 |
| 2022-03-31 | $365k | 9.4k | 38.92 |
| 2021-12-31 | $248k | 8.4k | 29.49 |
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