Question 1

Does Creative Planning own SM stock?

Accepted Answer

Yes. As of its Q3 2026 13F, Creative Planning holds 683,114 shares of SM (SM Energy), worth $23.1M.

Question 2

How many shares of SM does Creative Planning own?

Accepted Answer

As of its Q3 2026 13F, Creative Planning holds 683,114 shares of SM (SM Energy).

Question 3

What is Creative Planning's SM position worth?

Accepted Answer

As of its Q3 2026 13F, Creative Planning's SM position is worth $23.1M.

Question 4

Is Creative Planning buying or selling SM?

Accepted Answer

In Q3 2026, Creative Planning increased its SM position by 131,615 shares (+23.9%).

Question 5

When did Creative Planning first buy SM?

Accepted Answer

Creative Planning first reported SM in its Q2 2019 13F and has listed it in 30 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q3 Latest	Increased	683,114	+23.9%	$23.1M	0.0%	$33.78	35
2026-Q2	Increased	551,499	+36.7%	$14.4M	0.0%	$25.95	37
2026-Q1	Increased	403,351	+141.5%	$12.6M	0.0%	$30.79	45
2025-Q4	Increased	167,010	+40.7%	$3.1M	0.0%	$18.31	35
2025-Q3	Increased	118,676	+44.7%	$3M	0.0%	$23.97	36
2025-Q2	Increased	81,990	+33.3%	$2M	0.0%	$23.54	33
2025-Q1	Increased	61,493	+42.8%	$1.8M	0.0%	$28.27	35
2024-Q4	Decreased	43,076	-32.2%	$1.7M	0.0%	$36.41	0
2024-Q3	Increased	63,535	+35.2%	$2.5M	0.0%	$37.37	34