SM ENERGY CO

Ticker: SM CUSIP: 78454L100 Class: EQTY

Creative Planning's Holding History (CIK: 0001540235)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 167,010 Value ($000) $3,123 Avg Close $20.02 Range $17.39 - $25.89
Q3 2025
Shares 118,676 Value ($000) $2,963 Avg Close $26.40 Range $23.79 - $28.66
Q2 2025
Shares 81,990 Value ($000) $2,026 Avg Close $23.52 Range $18.97 - $29.62
Q1 2025
Shares 61,493 Value ($000) $1,842 Avg Close $34.54 Range $25.71 - $43.13
Q4 2024
Shares 43,076 Value ($000) $1,670 Avg Close $40.47 Range $34.67 - $44.54
Q3 2024
Shares 63,535 Value ($000) $2,539 Avg Close $41.40 Range $36.09 - $46.14
Q2 2024
Shares 47,000 Value ($000) $2,032 Avg Close $46.69 Range $40.55 - $50.49
Q1 2024
Shares 32,152 Value ($000) $1,603 Avg Close $38.73 Range $32.79 - $47.33
Q4 2023
Shares 28,833 Value ($000) $1,116 Avg Close $36.34 Range $32.19 - $41.10
Q3 2023
Shares 121,272 Value ($000) $4,808 Avg Close $35.61 Range $27.62 - $40.72
Q2 2023
Shares 59,904 Value ($000) $1,895 Avg Close $26.41 Range $23.43 - $29.84
Q1 2023
Shares 49,880 Value ($000) $1,405 Avg Close $28.38 Range $22.96 - $32.08
Q4 2022
Shares 64,156 Value ($000) $2,235 Avg Close $38.51 Range $30.45 - $45.00
Q3 2022
Shares 46,727 Value ($000) $1,757 Avg Close $36.34 Range $27.04 - $44.16
Q2 2022
Shares 41,636 Value ($000) $1,424 Avg Close $37.53 Range $29.67 - $50.77
Q1 2022
Shares 39,238 Value ($000) $1,528 Avg Close $33.28 Range $26.70 - $40.35
Q4 2021
Shares 21,259 Value ($000) $627 Avg Close $28.83 Range $23.30 - $35.32
Q3 2021
Shares 15,134 Value ($000) $399 Avg Close $18.65 Range $13.65 - $25.18
Q2 2021
Shares 55,594 Value ($000) $1,369 Avg Close $17.88 Range $14.15 - $24.80
Q1 2021
Shares 118,294 Value ($000) $1,936 Avg Close $11.79 Range $5.43 - $17.99
Q4 2020
Shares 268,335 Value ($000) $1,642 Avg Close $3.11 Range $1.24 - $6.54
Q3 2020
Shares 179,635 Value ($000) $286 Avg Close $2.56 Range $1.38 - $3.90
Q2 2020
Shares 30,223 Value ($000) $113 Avg Close $3.00 Range $0.93 - $6.36
Q1 2020
Shares 62,600 Value ($000) $76 Avg Close $6.44 Range $0.82 - $11.29
Q4 2019
Shares 270,800 Value ($000) $3,044 Avg Close $8.19 Range $6.20 - $10.46
Q3 2019
Shares 180,300 Value ($000) $1,747 Avg Close $9.23 Range $7.66 - $11.69
Q2 2019
Shares 61,598 Value ($000) $771 Avg Close $13.13 Range $9.21 - $17.08
Q2 2017
Shares 17,726 Value ($000) $293 Avg Close $17.78 Range $12.34 - $22.56
Q1 2017
Shares 1,875 Value ($000) $45 Avg Close $24.78 Range $17.90 - $32.89
Q4 2016
Shares 1,474 Value ($000) $51 Avg Close $32.31 Range $27.06 - $38.50
Q3 2016
Shares 499 Value ($000) $19 Avg Close $28.63 Range $21.07 - $36.08
Q2 2016
Shares 425 Value ($000) $11 Avg Close $25.04 Range $15.19 - $31.80
Q1 2016
Shares 425 Value ($000) $8 Avg Close $12.30 Range $6.23 - $18.41
Q4 2015
Shares 425 Value ($000) $8 Avg Close $27.17 Range $16.10 - $37.60
Q3 2015
Shares 805 Value ($000) $26 Avg Close $32.30 Range $16.21 - $40.94
Q1 2015
Shares 806 Value ($000) $42 Avg Close $38.61 Range $27.59 - $47.43
Q4 2014
Shares 2,451 Value ($000) $95 Avg Close $44.55 Range $26.16 - $71.01
Q3 2014
Shares 986 Value ($000) $77 Avg Close $72.53 Range $66.28 - $80.34
Q2 2014
Shares 1,086 Value ($000) $91 Avg Close $68.14 Range $63.07 - $75.90
Q1 2014
Shares 586 Value ($000) $42 Avg Close $69.50 Range $61.32 - $80.14
Q4 2013
Shares 26 Value ($000) $2 Avg Close $75.76 Range $68.11 - $83.50
Q3 2013
Shares 26 Value ($000) $2 Avg Close $61.42 Range $53.46 - $68.98
Q2 2013
Shares 26 Value ($000) $2 Avg Close $54.11 Range $49.06 - $58.20