SM Energy shares owned by Insight Wealth Strategies
Quarter-by-quarter ownership of SM Energy (SM) shares owned by Insight Wealth Strategies
from 13F filings
Historical chart of Insight Wealth Strategies investment in SM Energy
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Quarterly reported holdings in SM Energy by Insight Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 108k | 24.97 |
| 2025-06-30 | $2.8M | 107k | 26.04 |
| 2025-03-31 | $2.5M | 82k | 29.95 |
| 2024-12-31 | $2.0M | 51k | 38.76 |
| 2024-09-30 | $1.9M | 48k | 39.97 |
| 2024-06-30 | $2.0M | 47k | 43.23 |
| 2024-03-31 | $2.2M | 44k | 49.85 |
| 2023-12-31 | $1.7M | 45k | 38.72 |
| 2023-09-30 | $1.6M | 41k | 39.65 |
| 2023-06-30 | $1.2M | 39k | 31.63 |
| 2023-03-31 | $1.1M | 39k | 28.16 |
| 2022-12-31 | $1.3M | 36k | 34.83 |
| 2022-09-30 | $1.0M | 30k | 34.19 |
| 2022-06-30 | $1.0M | 30k | 34.19 |