Waldron Private Wealth LLC

Position in SM — SM Energy Co

CIK 1598180 BRIDGEVILLE, PA

Position in SM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$948,761

-$187,219 QoQ

Shares Held

36,351

-0.2% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#223

of 493 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Waldron Private Wealth LLC holds $2,825,235 across 3 Oil & Gas E&P names. SM ranks #2 (33.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EQT	EQT Corp	22,581	$1,200,631
2	SM	SM Energy Co This page	36,351	$948,761
3	COP	Conocophillips	6,501	$675,843

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$948,761	36,351	-0.2%	Shares	Sole	2026-07-20
2026-03-31	$1,135,980	36,433	+2.6%	Shares	Sole	2026-04-10
2025-12-31	$663,906	35,503	0.0%	Shares	Sole	2026-01-14
2025-09-30	$886,509	35,503	0.0%	Shares	Sole	2025-10-30
2025-06-30	$877,279	35,503	0.0%	Shares	Sole	2025-07-31
2025-03-31	$1,063,314	35,503	-0.0%	Shares	Sole	2025-05-08
2024-12-31	$1,376,599	35,516	-0.0%	Shares	Sole	2025-01-24
2024-09-30	$1,419,773	35,521	+0.0%	Shares	Sole	2024-10-21
2024-06-30	$1,535,356	35,516	0.0%	Shares	Sole	2024-07-31
2024-03-31	$1,770,472	35,516	0.0%	Shares	Sole	2024-05-09
2023-12-31	$1,375,179	35,516	-0.1%	Shares	Sole	2024-08-29
2023-09-30	$1,409,478	35,548	-0.6%	Shares	Sole	2024-08-29
2023-06-30	$1,131,341	35,768	-5.5%	Shares	Sole	2024-08-29
2023-03-31	$1,066,278	37,865	+0.8%	Shares	Sole	2024-08-29
2022-12-31	$1,307,796	37,548	0.0%	Shares	Sole	2023-02-08
2022-09-30	$1,412,180	37,548	+7.1%	Shares	Sole	2022-11-14
2022-06-30	$1,198,838	35,064	+8.3%	Shares	Sole	2022-08-03
2022-03-31	$1,260,538	32,363	+0.1%	Shares	Sole	2022-05-04
2021-12-31	$952,734	32,318	0.0%	Shares	Sole	2022-02-02
2021-09-30	$852,548	32,318	0.0%	Shares	Sole	2021-11-02
2021-06-30	$795,992	32,318	0.0%	Shares	Sole	2021-08-06
2021-03-31	$529,045	32,318	0.0%	Shares	Sole	2021-05-11
2020-12-31	$197,786	32,318	0.0%	Shares	Sole	2021-02-12
2020-09-30	$51,385	32,318	0.0%	Shares	Sole	2020-11-13
2020-06-30	$121,192	32,318	0.0%	Shares	Sole	2020-08-11
2020-03-31	$39,427	32,318	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.