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IFP Advisors, Inc SM Position History
SM Energy Company • Energy
Quarters held
6
Latest value
$593K
Q3 2026
Peak value
$593K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $429K |
| Q3 2025 | $428K |
| Q4 2025 | $317K |
| Q1 2026 | $552K |
| Q2 2026 | $470K |
| Q3 2026 | $593K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $593K | 17.6K | — | — |
| Q2 2026 | $470K | 18.0K | — | — |
| Q1 2026 | $552K | 17.7K | — | — |
| Q4 2025 | $317K | 16.9K | — | — |
| Q3 2025 | $428K | 17.1K | — | — |
| Q3 2025 | $429K | 17.1K | — | — |
Other funds holding SM
$562.9M
$532.2M
$448.3M
$389.6M
$359.2M
$322.4M
$311.7M