A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Sm Energy CO stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 11,537 shares of SM stock, worth $499,898. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,537
Previous 11,045 4.45%
Holding current value
$499,898
Previous $477,000 3.35%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$38.07 - $47.26 $18,730 - $23,251
492 Added 4.45%
11,537 $461,000
Q2 2024

Jul 16, 2024

BUY
$43.23 - $52.76 $12,968 - $15,828
300 Added 2.79%
11,045 $477,000
Q1 2024

May 06, 2024

SELL
$35.56 - $49.85 $5,760 - $8,075
-162 Reduced 1.49%
10,745 $535,000
Q4 2023

Feb 07, 2024

BUY
$34.44 - $43.51 $88,338 - $111,603
2,565 Added 30.75%
10,907 $422,000
Q3 2023

Nov 13, 2023

BUY
$30.18 - $42.93 $251,761 - $358,122
8,342 New
8,342 $330,000

Others Institutions Holding SM

About SM Energy Co


  • Ticker SM
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas E&P
  • Shares Outstandng 123,000,000
  • Market Cap $5.33B
  • Description
  • SM Energy Company, an independent energy company, engages in the acquisition, exploration, development, and production of oil, natural gas, and natural gas liquids in the state of Texas. As of February 24, 2022, it had 492.0 million barrels of oil equivalent of estimated proved reserves. It also has working interests in 825 gross productive oil ...
More about SM
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