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SM Energy shares owned by Creative Planning

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

Historical chart of Creative Planning investment in SM Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SM Energy by Creative Planning

Quarter filed Position value Share count Share price at filing
2012-12-31 $1.0k 25 40.00
2012-09-30 $1.0k 25 40.00
2012-06-30 $1.0k 25 40.00

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Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
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Wisdomtree Tr Emg Mkts Smcap (DGS)
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Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Creative Planning

Top funds holding SM Energy

Vanguard Group
Dimensional Fund Advisors
Jpmorgan Chase & Co
River Road Asset Management
Charles Schwab Investment Management
Bank of New York Mellon
Aventail Capital Group
Goldman Sachs Group
Congress Asset Management
William Blair Investment Management
Palisade Capital Management
Channing Capital Management
Allspring Global Investments Holdings
D. E. Shaw & Co
Jennifer Ranahan

View all funds holding SM Energy