SEC 13F Intelligence

Westwood Holdings Group Inc / SM

Westwood Holdings Group Inc’s Sm Energy Company Position

Does Westwood Holdings Group Inc own Sm Energy Company (SM)? Not currently — the last reported position was 3.64M shares worth $91M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$91M
Q3 2025
Shares
3.64M
% of Portfolio
+0.65%
Quarters Held
9
position exited

Position History SM

Reported value by quarter
Q3 ’21: $1MQ3 ’21Q4 ’23: $50,075Q1 ’24: $77,367Q1 ’24Q2 ’24: $74MQ3 ’24: $83MQ3 ’24Q4 ’24: $82MQ1 ’25: $96MQ1 ’25Q2 ’25: $92MQ3 ’25: $91MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20253.64M$91M+0.65%
Q2 20253.73M$92M+0.68%
Q1 20253.21M$96M+0.73%
Q4 20242.12M$82M+0.63%
Q3 20242.08M$83M+0.35%
Q2 20241.71M$74M+0.35%
Q1 20241.55M$77,367+0.61%
Q4 20231.29M$50,075+0.42%
Q3 202139.1K$1M+0.01%

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 SM.