Wealthfront Advisers »

SM Energy shares owned by Wealthfront Advisers

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

Historical chart of Wealthfront Advisers investment in SM Energy

Tip: Access up to 7 years of quarterly data

All positions including SM Energy held by Wealthfront Advisers 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 Wealthfront Advisers

Quarter filed Position value Share count Share price at filing
2024-12-31 $6.5M 139k 46.44

More positions owned by Wealthfront Advisers

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Core Msci Emkt (IEMG)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Real Estate Etf (VNQ)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Extend Mkt Etf (VXF)

View all positions for Wealthfront Advisers

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
Morgan Stanley
Goldman Sachs Group

View all funds holding SM Energy