SEC 13F Intelligence

Westwood Holdings Group Inc / ET

Westwood Holdings Group Inc’s Energy Transfer L P Position

Does Westwood Holdings Group Inc own Energy Transfer L P (ET)? Yes — 16.98M shares worth $328M (+2.39% of its 13F portfolio) as of Q1 2026, up from 322.2K shares the prior filed quarter.

Position Value
$328M
Q1 2026
Shares
16.98M
% of Portfolio
+2.39%
Quarters Held
30
currently held

Position History ET

Reported value by quarter
Q4 ’18: $31MQ4 ’18Q1 ’19: $23MQ2 ’19: $21MQ3 ’19: $17MQ4 ’19: $17MQ4 ’19Q1 ’20: $5MQ2 ’20: $13MQ3 ’20: $7MQ4 ’20: $7MQ4 ’20Q1 ’21: $16MQ2 ’21: $33MQ3 ’21: $27MQ4 ’21: $24MQ4 ’21Q1 ’22: $35MQ2 ’22: $25MQ3 ’22: $22MQ4 ’22: $213,215Q4 ’22Q1 ’23: $204,197Q2 ’23: $192,261Q3 ’23: $220,275Q4 ’23: $231,640Q4 ’23Q1 ’24: $250,669Q2 ’24: $261MQ3 ’24: $222MQ4 ’24: $320MQ4 ’24Q1 ’25: $312MQ2 ’25: $302MQ3 ’25: $290MQ4 ’25: $5MQ4 ’25Q1 ’26: $328Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202616.98M$328M+2.39%
Q4 2025322.2K$5M+0.04%
Q3 202516.93M$290M+2.07%
Q2 202516.68M$302M+2.25%
Q1 202516.79M$312M+2.36%
Q4 202416.33M$320M+2.46%
Q3 202413.82M$222M+0.94%
Q2 202416.11M$261M+1.22%
Q1 202415.94M$250,669+1.98%
Q4 202316.79M$231,640+1.96%
Q3 202315.70M$220,275+2.05%
Q2 202315.14M$192,261+1.72%
Q1 202316.38M$204,197+1.84%
Q4 202217.96M$213,215+1.88%
Q3 20222.03M$22M+0.27%
Q2 20222.55M$25M+0.28%
Q1 20223.09M$35M+0.32%
Q4 20212.88M$24M+0.21%
Q3 20212.83M$27M+0.29%
Q2 20213.15M$33M+0.34%
Q1 20212.10M$16M+0.16%
Q4 20201.17M$7M+0.08%
Q3 20201.21M$7M+0.08%
Q2 20201.87M$13M+0.18%
Q1 20201.12M$5M+0.08%
Q4 20191.29M$17M+0.18%
Q3 20191.29M$17M+0.19%
Q2 20191.48M$21M+0.23%
Q1 20191.53M$23M+0.24%
Q4 20182.33M$31M+0.35%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Westwood Holdings Group Inc’s full portfolio or all institutional holders of ET.