A detailed history of New Edge Advisors, LLC transactions in Sm Energy CO stock. As of the latest transaction made, New Edge Advisors, LLC holds 2,231 shares of SM stock, worth $82,881. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,231
Previous 1,973 13.08%
Holding current value
$82,881
Previous $85,000 4.71%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

BUY
$38.07 - $47.26 $9,822 - $12,193
258 Added 13.08%
2,231 $89,000
Q2 2024

Aug 15, 2024

SELL
$43.23 - $52.76 $47,423 - $57,877
-1,097 Reduced 35.73%
1,973 $85,000
Q1 2024

May 14, 2024

SELL
$35.56 - $49.85 $6,685 - $9,371
-188 Reduced 5.77%
3,070 $153,000
Q4 2023

Feb 13, 2024

SELL
$34.44 - $43.51 $7,266 - $9,180
-211 Reduced 6.08%
3,258 $126,000
Q3 2023

Nov 14, 2023

SELL
$30.18 - $42.93 $60,903 - $86,632
-2,018 Reduced 36.78%
3,469 $137,000
Q2 2023

Aug 14, 2023

BUY
$25.29 - $31.63 $3,641 - $4,554
144 Added 2.7%
5,487 $173,000
Q1 2023

May 12, 2023

BUY
$25.32 - $34.02 $8,355 - $11,226
330 Added 6.58%
5,343 $150,000
Q4 2022

Feb 14, 2023

BUY
$33.27 - $47.99 $166,782 - $240,573
5,013 New
5,013 $174,000
Q3 2017

Nov 13, 2017

SELL
$12.79 - $18.77 $18,980 - $27,854
-1,484 Closed
0 $0
Q2 2017

Aug 16, 2017

BUY
N/A
1,484
1,484 $0

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 $4.57B
  • 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
Track This Portfolio

Track New Edge Advisors, LLC Portfolio

Follow New Edge Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.