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Creative Planning SM Position History
SM Energy Company • Energy
Quarters held
9
Latest value
$22.6M
Q3 2026
Peak value
$22.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.8M |
| Q3 2025 | $124K |
| Q4 2025 | $3.1M |
| Q1 2026 | $379K |
| Q1 2026 | $12.2M |
| Q2 2026 | $331K |
| Q2 2026 | $14.1M |
| Q3 2026 | $440K |
| Q3 2026 | $22.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $22.6M | 670.1K | — | — |
| Q3 2026 | $440K | 13.0K | — | — |
| Q2 2026 | $14.1M | 538.8K | — | — |
| Q2 2026 | $331K | 12.7K | — | — |
| Q1 2026 | $12.2M | 391.2K | — | — |
| Q1 2026 | $379K | 12.2K | — | — |
| Q4 2025 | $3.1M | 167.0K | — | — |
| Q3 2025 | $124K | 5.0K | — | — |
| Q3 2025 | $2.8M | 113.7K | — | — |
Other funds holding SM
$562.9M
$532.2M
$448.3M
$389.6M
$359.2M
$322.4M
$311.7M