Question 1

How many shares of SM does PRINCIPAL FINANCIAL GROUP INC own?

Accepted Answer

As of 2026-Q2, PRINCIPAL FINANCIAL GROUP INC holds 1.1M shares of SM (SM ENERGY CO).

Question 2

What is PRINCIPAL FINANCIAL GROUP INC's SM position worth?

Accepted Answer

As of 2026-Q2, PRINCIPAL FINANCIAL GROUP INC's SM position is worth $28.8M.

Question 3

Is PRINCIPAL FINANCIAL GROUP INC buying or selling SM?

Accepted Answer

In 2026-Q2, PRINCIPAL FINANCIAL GROUP INC increased their SM position (+0.1% change in shares).

Question 4

When did PRINCIPAL FINANCIAL GROUP INC first buy SM?

Accepted Answer

Based on available 13F filings, PRINCIPAL FINANCIAL GROUP INC first reported a position in SM in 2024-Q3. They have held the position across 25 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1.1M	+0.1%	$28.8M	0.0%	$26.10	29
2026-Q1	Increased	1.1M	+101.7%	$34.3M	0.0%	$24.09	47
2025-Q4	Decreased	545,954	-1.6%	$10.2M	0.0%	$18.78	0
2025-Q3	Decreased	555,023	-2.2%	$13.9M	0.0%	$25.37	0
2025-Q2	Decreased	567,523	-13.2%	$14M	0.0%	$24.42	0
2025-Q1	Increased	653,705	+2.8%	$19.6M	0.0%	$28.35	29
2024-Q4	Increased	635,822	+4.0%	$24.6M	0.0%	$36.92	30
2024-Q3	Decreased	611,121	-0.3%	$24.4M	0.0%	$38.02	0