SM Energy shares owned by LPL Financial
Historical chart of LPL Financial investment in SM Energy
Tip: Access up to 7 years of quarterly data
All positions including SM Energy held by LPL Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in SM Energy by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 69k | 24.97 |
| 2025-06-30 | $1.7M | 70k | 24.71 |
| 2025-03-31 | $1.3M | 44k | 29.95 |
| 2024-12-31 | $1.8M | 47k | 38.76 |
| 2024-09-30 | $1.0M | 26k | 39.97 |
| 2024-06-30 | $1.2M | 27k | 43.23 |
| 2024-03-31 | $1.2M | 24k | 49.85 |
| 2023-09-30 | $489k | 12k | 39.65 |
| 2023-06-30 | $279k | 8.8k | 31.63 |
| 2022-12-31 | $283k | 8.1k | 34.83 |
| 2022-09-30 | $304k | 8.1k | 37.61 |
| 2022-06-30 | $393k | 12k | 34.18 |
| 2022-03-31 | $401k | 10k | 38.99 |
| 2021-12-31 | $536k | 18k | 29.46 |
| 2021-09-30 | $351k | 13k | 26.39 |
| 2020-09-30 | $28k | 18k | 1.59 |
| 2020-06-30 | $64k | 17k | 3.75 |
| 2018-09-30 | $232k | 7.4k | 31.54 |
| 2017-09-30 | $270k | 15k | 17.72 |
| 2017-06-30 | $261k | 16k | 16.54 |
| 2016-09-30 | $924k | 24k | 38.43 |
| 2016-06-30 | $666k | 25k | 26.38 |
| 2015-06-30 | $278k | 6.6k | 42.00 |
| 2015-03-31 | $388k | 7.4k | 52.54 |
| 2014-09-30 | $244k | 3.2k | 75.64 |
| 2014-03-31 | $222k | 3.1k | 71.38 |
| 2013-12-31 | $212k | 2.6k | 82.97 |