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SM Energy shares owned by Park Square Financial Group

Quarter-by-quarter ownership of SM Energy (SM) shares owned by Park Square Financial Group from 13F filings

Historical chart of Park Square Financial Group investment in SM Energy

Tip: Access up to 7 years of quarterly data

All positions including SM Energy held by Park Square Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SM Energy by Park Square Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.7k 121 38.76
2024-12-31 $7.2k 185 38.76

More positions owned by Park Square Financial Group

Ishs Ibox $ H/y Corp Etf Etf - Fixed Income (HYG)
Spdr S&p 500 Etf Etf - Equity (SPY)
Invesco S&p 500 Equal Weight Etf - Equity (RSP)
First Trust Morningstar Div Ldrs Etf Etf - Equity (FDL)
Ft Enh Short Mty Etf Etf - Fixed Income (FTSM)
Ft Rising Div Achiev Etf Etf - Equity (RDVY)
First Trust Smith Uncon Bond Etf Etf - Fixed Income (UCON)
Ft Low Dur Opptys Etf Etf - Fixed Income (LMBS)
First Trust Lmt Dr Inv Grd Cr Etf Etf - Fixed Income (FSIG)
St Str Blmbrg H/y Etf Etf - Fixed Income (JNK)
Inv Qqq Etf Etf - Equity
Spdr Gold Trust Gold Etf Etf - Equity (GLD)
First Trust Long Dur Oppo Etf Etf - Fixed Income (LGOV)
Ft Glb Tactcl Cmdty Etf Etf - Equity (FTGC)
Ishr Curr Hdgd Msci Etf Etf - Equity (HEFA)

View all positions for Park Square Financial Group

Top funds holding SM Energy

BlackRock
Vanguard Group
State Street Corporation
Dimensional Fund Advisors
American Century Companies
Jpmorgan Chase & Co
Geode Capital Management
Alyeska Investment Group
Point72 Asset Management
Charles Schwab Investment Management
Northern Trust
Palisade Capital Management
Sagefield Capital
Balyasny Asset Management
Fisher Investments

View all funds holding SM Energy