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SM Energy shares owned by Portside Wealth Group

Quarter-by-quarter ownership of SM Energy (SM) shares owned by Portside Wealth Group from 13F filings

Historical chart of Portside Wealth Group investment in SM Energy

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All positions including SM Energy held by Portside Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SM Energy by Portside Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $200k 5.0k 39.97

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Top funds holding SM Energy

BlackRock
Vanguard Group
Dimensional Fund Advisors
State Street Corporation
Pacer Advisors
Jpmorgan Chase & Co
American Century Companies
Geode Capital Management
Westwood Holdings
Macquarie Group
First Trust Advisors
River Road Asset Management
Goldman Sachs Group
Voloridge Investment Management
Northern Trust

View all funds holding SM Energy