A detailed history of Congress Asset Management CO transactions in Sm Energy CO stock. As of the latest transaction made, Congress Asset Management CO holds 1,090,635 shares of SM stock, worth $48.8 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
1,090,635
Previous 1,029,626 5.93%
Holding current value
$48.8 Million
Previous $44.5 Million 2.06%
% of portfolio
0.3%
Previous 0.33%

Shares

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

Oct 28, 2024

BUY
$38.07 - $47.26 $2.32 Million - $2.88 Million
61,009 Added 5.93%
1,090,635 $43.6 Million
Q2 2024

Aug 02, 2024

BUY
$43.23 - $52.76 $371,518 - $453,419
8,594 Added 0.84%
1,029,626 $44.5 Million
Q1 2024

Apr 11, 2024

BUY
$35.56 - $49.85 $5.1 Million - $7.14 Million
143,293 Added 16.33%
1,021,032 $50.9 Million
Q4 2023

Mar 04, 2024

BUY
$34.44 - $43.51 $27 Million - $34.2 Million
785,222 Added 848.73%
877,739 $34 Million
Q3 2023

Nov 01, 2023

BUY
$30.18 - $42.93 $2.79 Million - $3.97 Million
92,517 New
92,517 $3.67 Million
Q2 2022

Aug 02, 2022

BUY
$33.14 - $54.36 $9,809 - $16,090
296 Added 0.33%
90,195 $3.08 Million
Q1 2022

Apr 20, 2022

BUY
$31.36 - $42.48 $106,404 - $144,134
3,393 Added 3.92%
89,899 $3.5 Million
Q4 2021

Jan 28, 2022

BUY
$27.06 - $37.66 $2.34 Million - $3.26 Million
86,506 New
86,506 $2.55 Million

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 $5.51B
  • 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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