Back to SM
PRINCIPAL FINANCIAL GROUP INC → SM
PRINCIPAL FINANCIAL GROUP INC SM Position History
SM Energy Company • Energy
Quarters held
10
Latest value
$444K
Q3 2026
Peak value
$38M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $199K |
| Q3 2025 | $13.7M |
| Q4 2025 | $92K |
| Q4 2025 | $10.1M |
| Q1 2026 | $34M |
| Q1 2026 | $331K |
| Q2 2026 | $153K |
| Q2 2026 | $28.6M |
| Q3 2026 | $38M |
| Q3 2026 | $444K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $444K | 13.2K | — | — |
| Q3 2026 | $38M | 1.12M | — | — |
| Q2 2026 | $28.6M | 1.10M | — | — |
| Q2 2026 | $153K | 5.9K | — | — |
| Q1 2026 | $331K | 10.6K | — | — |
| Q1 2026 | $34M | 1.09M | — | — |
| Q4 2025 | $10.1M | 541.0K | — | — |
| Q4 2025 | $92K | 4.9K | — | — |
| Q3 2025 | $13.7M | 547.0K | — | — |
| Q3 2025 | $199K | 8.0K | — | — |
Other funds holding SM
$562.9M
$532.2M
$448.3M
$389.6M
$359.2M
$322.4M
$311.7M