SM Energy shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of SM Energy (SM) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in SM Energy
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Quarterly reported holdings in SM Energy by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $217k | 12k | 18.70 |
| 2025-09-30 | $3.2M | 127k | 24.97 |
| 2025-06-30 | $34k | 1.4k | 24.71 |
| 2025-03-31 | $64k | 2.1k | 29.95 |
| 2024-12-31 | $761k | 20k | 38.77 |
| 2024-09-30 | $1.0M | 26k | 39.97 |
| 2024-03-31 | $1.4M | 28k | 49.85 |
| 2023-12-31 | $528k | 14k | 38.72 |
| 2023-09-30 | $362k | 9.1k | 39.65 |
| 2023-06-30 | $151k | 4.8k | 31.61 |
| 2023-03-31 | $128k | 4.6k | 28.15 |
| 2022-12-31 | $136k | 3.6k | 37.59 |
| 2022-09-30 | $106k | 2.8k | 37.59 |
| 2022-06-30 | $174k | 5.1k | 34.17 |
| 2022-03-31 | $117k | 3.0k | 38.57 |
| 2021-12-31 | $613k | 20k | 30.00 |
| 2021-09-30 | $78k | 1.5k | 52.63 |
| 2021-06-30 | $1.0M | 42k | 24.62 |
| 2021-03-31 | $27k | 1.6k | 17.24 |
| 2020-12-31 | $0 | 1.5k | 0.00 |
| 2020-09-30 | $0 | 2.2k | 0.00 |
| 2020-06-30 | $0 | 1.4k | 0.00 |
| 2020-03-31 | $0 | 137 | 0.00 |