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SM Energy shares owned by Waldron

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

Historical chart of Waldron investment in SM Energy

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

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Quarterly reported holdings in SM Energy by Waldron

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.4M 36k 38.77
2024-09-30 $1.4M 36k 39.97
2024-06-30 $1.5M 36k 43.23
2024-03-31 $1.8M 36k 49.85
2023-12-31 $1.4M 36k 38.71
2023-09-30 $1.4M 36k 39.64
2023-06-30 $1.1M 36k 31.62
2023-03-31 $1.1M 38k 28.15
2022-12-31 $1.4M 38k 37.61
2022-09-30 $1.4M 38k 37.61
2022-06-30 $1.2M 35k 34.17
2022-03-31 $1.3M 32k 38.93
2021-12-31 $952k 32k 29.46
2021-09-30 $852k 32k 26.36
2021-06-30 $795k 32k 24.60
2021-03-31 $529k 32k 16.37
2020-12-31 $197k 32k 6.10
2020-09-30 $51k 32k 1.58
2020-06-30 $121k 32k 3.74
2020-03-31 $39k 32k 1.21
2019-12-31 $363k 32k 11.23
2019-09-30 $344k 36k 9.68
2019-06-30 $444k 36k 12.50
2019-03-31 $621k 36k 17.48
2018-12-31 $550k 36k 15.48
2018-09-30 $1.1M 36k 31.52
2018-06-30 $913k 36k 25.68
2018-03-31 $641k 36k 18.03
2017-12-31 $784k 36k 22.05
2017-09-30 $630k 36k 17.72
2017-06-30 $587k 36k 16.51
2017-03-31 $978k 41k 24.01
2016-12-31 $1.2M 36k 34.46
2016-09-30 $1.4M 36k 38.56
2016-06-30 $1.1M 36k 32.04
2016-03-31 $1.1M 36k 32.04
2015-12-31 $700k 36k 19.65
2015-09-30 $1.1M 36k 32.04
2015-06-30 $1.6M 36k 46.12
2015-03-31 $1.8M 36k 51.67
2014-12-31 $1.4M 36k 38.59
2014-09-30 $2.8M 36k 78.00
2014-06-30 $3.0M 36k 84.10
2014-03-31 $2.5M 36k 71.29
2013-12-31 $3.0M 36k 83.12

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View all positions for Waldron

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