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SM Energy shares owned by CLS Investments

Quarter-by-quarter ownership of SM Energy (SM) shares owned by CLS Investments from 13F filings

Historical chart of CLS Investments investment in SM Energy

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All positions including SM Energy held by CLS Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SM Energy by CLS Investments

Quarter filed Position value Share count Share price at filing
2025-03-31 $248k 8.3k 29.95
2024-12-31 $360k 9.3k 38.76
2024-09-30 $594k 15k 39.97
2024-06-30 $1.2M 28k 43.23
2024-03-31 $1.5M 31k 49.85
2023-12-31 $1.4M 38k 38.19
2023-09-30 $1.3M 32k 39.65
2023-06-30 $1.4M 45k 31.63
2023-03-31 $912k 32k 28.16
2022-12-31 $1.7M 48k 34.83