Question 1

How many shares of SM does Creative Planning own?

Accepted Answer

As of 2026-Q2, Creative Planning holds 551,499 shares of SM (SM ENERGY CO).

Question 2

What is Creative Planning's SM position worth?

Accepted Answer

As of 2026-Q2, Creative Planning's SM position is worth $14.4M.

Question 3

Is Creative Planning buying or selling SM?

Accepted Answer

In 2026-Q2, Creative Planning increased their SM position (+36.7% change in shares).

Question 4

When did Creative Planning first buy SM?

Accepted Answer

Based on available 13F filings, Creative Planning first reported a position in SM in 2024-Q3. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	551,499	+36.7%	$14.4M	0.0%	$26.10	37
2026-Q1	Increased	403,351	+141.5%	$12.6M	0.0%	$24.09	45
2025-Q4	Increased	167,010	+40.7%	$3.1M	0.0%	$18.78	35
2025-Q3	Increased	118,676	+44.7%	$3M	0.0%	$25.37	36
2025-Q2	Increased	81,990	+33.3%	$2M	0.0%	$24.42	33
2025-Q1	Increased	61,493	+42.8%	$1.8M	0.0%	$28.35	35
2024-Q4	Decreased	43,076	-32.2%	$1.7M	0.0%	$36.92	0
2024-Q3	Increased	63,535	+35.2%	$2.5M	0.0%	$38.02	34