Heritage Wealth Management, LLC Sm Energy CO Transaction History
Heritage Wealth Management, LLC
- $200 Million
- Q1 2024
A detailed history of Heritage Wealth Management, LLC transactions in Sm Energy CO stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 6,702 shares of SM stock, worth $297,233. This represents 0.17% of its overall portfolio holdings.
Number of Shares
6,702
Previous 6,794
1.35%
Holding current value
$297,233
Previous $263,000
27.0%
% of portfolio
0.17%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding SM
# of Institutions
422Shares Held
113MCall Options Held
1.48MPut Options Held
667K-
Black Rock Inc. New York, NY19.9MShares$884 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA14.2MShares$631 Million0.01% of portfolio
-
State Street Corp Boston, MA6.25MShares$277 Million0.01% of portfolio
-
Dimensional Fund Advisors LP Austin, TX5.96MShares$264 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY4.08MShares$181 Million0.02% of portfolio
About SM Energy Co
- Ticker SM
- Exchange NYSE
- Sector Energy
- Industry Oil & Gas E&P
- Shares Outstandng 123,000,000
- Market Cap $5.46B
- 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 ...