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SM Energy shares owned by Mount Yale Investment Advisors

Quarter-by-quarter ownership of SM Energy (SM) shares owned by Mount Yale Investment Advisors from 13F filings

Historical chart of Mount Yale Investment Advisors investment in SM Energy

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All positions including SM Energy held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SM Energy by Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $551k 14k 39.65

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View all positions for Mount Yale Investment Advisors

Top funds holding SM Energy

BlackRock
Vanguard Group
Dimensional Fund Advisors
Jpmorgan Chase & Co
Pacer Advisors
Geode Capital Management
American Century Companies
River Road Asset Management
Aventail Capital Group
Goldman Sachs Group
Northern Trust
Bank of New York Mellon
First Trust Advisors
Charles Schwab Investment Management
Congress Asset Management

View all funds holding SM Energy