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Congress Wealth Management LLC / DE / »

SM Energy shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of SM Energy (SM) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in SM Energy

Tip: Access up to 7 years of quarterly data

All positions including SM Energy held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SM Energy by Congress Wealth Management LLC / DE /

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$5.2M	105k	49.85
2023-12-31	$3.1M	81k	38.72

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View all positions for Congress Wealth Management LLC / DE /

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View all funds holding SM Energy

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