Colony Group »

SM Energy shares owned by Colony Group

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

Historical chart of Colony Group investment in SM Energy

Tip: Access up to 7 years of quarterly data

All positions including SM Energy held by Colony Group 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 Colony Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $3.6M 92k 39.65
2023-06-30 $3.0M 94k 31.63
2023-03-31 $2.7M 95k 28.17
2022-12-31 $2.4M 69k 34.83
2022-09-30 $2.5M 68k 37.61

More positions owned by Colony Group

Ishares Trust Core Msci Total Intl Stk E Etf (IXUS)
Vanguard S&p 500 Etf Etf (VOO)
Berkshire Hathaway Inc Class A Class A (BRK.A)
Microsoft Corp Common (MSFT)
Apple Common (AAPL)
Spdr Ser Tr Msci Usa Strtgic Etf (QUS)
Vanguard Dividend Appreciation Etf (VIG)
Ishares Russell 1000 Etf Etf (IWB)
Vanguard Total Stock Market Etf (VTI)
Alphabet Inc Class A Class A (GOOGL)
Jpmorgan Chase & Co Common (JPM)
Pepsico Common (PEP)
BERKSHIRE HATHAWAY INC - Class B Class B (BRK.B)
Vanguard Large-cap Index Fund Etf (VV)
Vanguard Extended Market Etf S &p Compl Etf (VXF)

View all positions for Colony Group

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
Goldman Sachs Group
Charles Schwab Investment Management

View all funds holding SM Energy