WHG
SM icon

Westwood Holdings Group’s SM Energy SM Stock Holding History

Westwood Holdings 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
Q4 		– Sell
-3,637,348
Closed -$90.8M – 512
2025
Q3 		$90.8M Sell
3,637,348
-94,002
-3% -$2.54M 0.65% 41
2025
Q2 		$92.2M Buy
3,731,350
+524,105
+16% +$12.7M 0.66% 42
2025
Q1 		$96.1M Buy
3,207,245
+1,088,948
+51% +$39.1M 0.73% 34
2024
Q4 		$82.1M Buy
2,118,297
+42,297
+2% +$1.79M 0.63% 46
2024
Q3 		$83M Buy
2,076,000
+366,073
+21% +$15.9M 0.35% 96
2024
Q2 		$73.9M Buy
1,709,927
+157,923
+10% +$7.75M 0.35% 91
2024
Q1 		$77.4M Buy
1,552,004
+258,733
+20% +$10.6M 0.61% 59
2023
Q4 		$50.1M Buy
+1,293,271
New +$49.9M 0.42% 98
2021
Q4 		– Sell
-39,080
Closed -$1.03M – 462
2021
Q3 		$1.03M Buy
+39,080
New +$790K 0.01% 346
2017
Q3 		– Sell
-4,000
Closed -$66K – 495
2017
Q2 		$66K Buy
+4,000
New +$79.4K ﹤0.01% 439

Other funds holding SM

BlackRock
BlackRock New York $5.7T 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return