SM Energy shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of SM Energy (SM) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services investment in SM Energy
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Quarterly reported holdings in SM Energy by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $3.0M | 96k | 31.18 |
| 2025-12-31 | $161k | 8.6k | 18.70 |
| 2025-09-30 | $237k | 9.5k | 24.97 |
| 2025-06-30 | $268k | 11k | 24.71 |
| 2025-03-31 | $329k | 11k | 29.95 |
| 2024-12-31 | $424k | 11k | 38.76 |
| 2024-09-30 | $446k | 11k | 39.97 |
| 2024-06-30 | $478k | 11k | 43.23 |
| 2024-03-31 | $562k | 11k | 49.85 |
| 2023-12-31 | $447k | 12k | 38.72 |
| 2023-09-30 | $433k | 11k | 39.65 |
| 2023-06-30 | $342k | 11k | 31.63 |
| 2023-03-31 | $281k | 10k | 28.16 |
| 2022-12-31 | $377k | 11k | 34.83 |
| 2022-09-30 | $376k | 10k | 37.59 |
| 2022-06-30 | $352k | 10k | 34.18 |
| 2022-03-31 | $377k | 9.7k | 38.92 |
| 2021-12-31 | $286k | 9.7k | 29.49 |