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SM Energy shares owned by LPL Financial

Quarter-by-quarter ownership of SM Energy (SM) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in SM Energy

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All positions including SM Energy held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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