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SM Energy shares owned by Dana Investment Advisors

Quarter-by-quarter ownership of SM Energy (SM) shares owned by Dana Investment Advisors from 13F filings

Historical chart of Dana Investment Advisors investment in SM Energy

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All positions including SM Energy held by Dana Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SM Energy by Dana Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4M 75k 18.70
2025-09-30 $1.0M 41k 24.97
2025-06-30 $935k 38k 24.71
2025-03-31 $1.1M 36k 29.95
2024-12-31 $1.3M 33k 38.76
2024-09-30 $1.3M 33k 39.97
2014-09-30 $3.6M 46k 78.00
2014-06-30 $3.0M 36k 84.09
2014-03-31 $2.1M 30k 71.30
2013-12-31 $18M 222k 83.11
2013-09-30 $18M 230k 77.19