Cornerstone Planning Group
SM icon

Cornerstone Planning Group’s SM Energy SM Stock Holding History

Cornerstone Planning Group’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 		– Sell
-36
Closed -$1.2K – 1438
2026
Q2 		$1.2K Buy
+36
New +$1.08K ﹤0.01% 1453
2025
Q1 		– Sell
-8
Closed -$318 – 1674
2024
Q4 		$318 Buy
+8
New +$338 ﹤0.01% 1274
2023
Q3 		– Sell
-16
Closed -$506 – 1293
2023
Q2 		$506 Buy
+16
New +$452 ﹤0.01% 1459
2022
Q4 		$904 Buy
+27
New +$1.12K ﹤0.01% 1378

Other funds holding SM

Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Cornerstone Planning Group's SM Position: Q3 2026 in Review

Cornerstone Planning Group sold out of SM Energy (SM) in Q3 2026, closing a stake of 36 shares — an estimated $1.2K sold.

Cornerstone Planning Group first reported a position in SM in Q4 2022 and held it in 4 quarters. The position peaked at $1.2K in Q2 2026. 86 funds tracked by Wall St. Rank hold SM as of Q3 2026.

  • Cornerstone Planning Group reported no remaining SM Energy position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 36 SM Energy shares in Q3 2026, an estimated $1.2K.
  • Cornerstone Planning Group first reported a position in SM Energy in Q4 2022 and held it in 4 quarters.
  • Cornerstone Planning Group's SM Energy position peaked at $1.2K in Q2 2026.
  • 86 funds tracked by Wall St. Rank held SM Energy as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.