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SM Energy shares owned by Meritage Portfolio Management

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

Historical chart of Meritage Portfolio Management investment in SM Energy

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

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Quarterly reported holdings in SM Energy by Meritage Portfolio Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $523k 11k 49.84
2023-12-31 $430k 11k 38.72
2023-09-30 $431k 11k 39.63
2023-06-30 $355k 11k 31.60
2023-03-31 $265k 9.4k 28.15
2022-12-31 $349k 10k 34.80
2022-09-30 $354k 9.4k 37.64
2022-06-30 $320k 9.4k 34.14
2022-03-31 $365k 9.4k 38.92
2021-12-31 $248k 8.4k 29.49