SM Energy shares owned by Diversified Trust Company
Quarter-by-quarter ownership of SM Energy (SM) shares owned by Diversified Trust Company
from 13F filings
Historical chart of Diversified Trust Company investment in SM Energy
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Quarterly reported holdings in SM Energy by Diversified Trust Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.6M | 51k | 31.18 |
| 2025-12-31 | $623k | 33k | 18.70 |
| 2025-09-30 | $826k | 33k | 24.97 |
| 2025-06-30 | $722k | 29k | 24.71 |
| 2025-03-31 | $860k | 29k | 29.95 |
| 2024-12-31 | $844k | 22k | 38.76 |
| 2024-09-30 | $747k | 19k | 39.97 |
| 2024-06-30 | $782k | 18k | 43.23 |
| 2024-03-31 | $819k | 16k | 49.85 |
| 2022-03-31 | $912k | 23k | 38.96 |
| 2021-12-31 | $687k | 23k | 29.49 |
| 2021-09-30 | $575k | 22k | 26.37 |
| 2021-06-30 | $466k | 19k | 24.61 |
| 2021-03-31 | $310k | 19k | 16.37 |
| 2020-12-31 | $126k | 21k | 6.12 |
| 2020-09-30 | $17k | 11k | 1.57 |