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SM Energy shares owned by Worth Asset Management

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

Historical chart of Worth Asset Management investment in SM Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SM Energy by Worth Asset Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $24k 742 31.63
2023-03-31 $3.6k 127 28.16
2022-12-31 $4.4k 127 34.84
2022-09-30 $8.9k 227 39.22

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Ishares Core 60/40 Balanced Allocation Etf Etf (AOR)
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Capital Group Core Balanced Etf Etf (CGBL)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Vanguard S&p 500 Etf Etf (VOO)
Jpmorgan Ultra-short Income Etf Etf (JPST)
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Apple Stock (AAPL)
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Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Invesco Nasdaq 100 Etf Etf (QQQM)
Abrdn Physical Gold Shares Etf Etf (SGOL)
Vanguard Growth Etf Etf (VUG)
State Street Spdr S&p Biotech Etf Etf (XBI)

View all positions for Worth Asset Management

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