SPL
SM icon

Superior Planning, LLC’s SM Energy SM Stock Holding History

Superior Planning, LLC’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$27.6K Buy
+817
New +$27.3K 0.01% 576

Other funds holding SM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's SM Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in SM Energy (SM) in Q3 2026: 817 shares worth $27.6K. The stake represents 0.01% of the portfolio and ranks #576 among its holdings.

345 funds tracked by Wall St. Rank hold SM as of Q3 2026.

  • Superior Planning, LLC held 817 shares of SM Energy worth $27.6K as of Q3 2026.
  • SM Energy was a new Superior Planning, LLC position in Q3 2026.
  • SM Energy made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #576 holding.
  • 345 funds tracked by Wall St. Rank held SM Energy as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.