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Summit Midstream Corporation shares owned by Valeo Financial Advisors

Quarter-by-quarter ownership of Summit Midstream Corporation (SMC) shares owned by Valeo Financial Advisors from 13F filings

Historical chart of Valeo Financial Advisors investment in Summit Midstream Corporation

Tip: Access up to 7 years of quarterly data

All positions including Summit Midstream Corporation held by Valeo Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Summit Midstream Corporation by Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $268k 9.4k 28.48
2025-06-30 $231k 9.4k 24.53
2024-12-31 $356k 9.4k 37.78
2024-09-30 $529k 15k 35.03

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View all positions for Valeo Financial Advisors

Top funds holding Summit Midstream Corporation

Invesco
BlackRock
Vanguard Capital Management
Geode Capital Management
Eagle Global Advisors
State Street Corporation
Charles Schwab Investment Management
Susquehanna International
Bank of America Corporation
Flat Footed
American Century Companies
Citadel Advisors
Bridgeway Capital Management
Ark & Tlk Investments
Morgan Stanley

View all funds holding Summit Midstream Corporation