CPG
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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cornerstone Planning Group's SM Position: Q1 2025 in Review

Cornerstone Planning Group sold out of SM Energy (SM) in Q1 2025, closing a stake of 8 shares — an estimated $318 sold.

Cornerstone Planning Group first reported a position in SM in Q4 2022 and held it in 3 quarters. The position peaked at $904 in Q4 2022. 404 funds tracked by Wall St. Rank hold SM as of Q1 2025.

  • Cornerstone Planning Group reported no remaining SM Energy position as of Q1 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 8 SM Energy shares in Q1 2025, an estimated $318.
  • Cornerstone Planning Group first reported a position in SM Energy in Q4 2022 and held it in 3 quarters.
  • Cornerstone Planning Group's SM Energy position peaked at $904 in Q4 2022.
  • 404 funds tracked by Wall St. Rank held SM Energy as of Q1 2025.

Based on Cornerstone Planning Group's 13F filing for Q1 2025, filed 30 Apr 2025.