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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Westwood Holdings Group's SM Position: Q4 2025 in Review

Westwood Holdings Group sold out of SM Energy (SM) in Q4 2025, closing a stake of 3,637,348 shares — an estimated $90.8M sold.

Westwood Holdings Group first reported a position in SM in Q2 2017 and held it in 10 quarters. The position peaked at $96.1M in Q1 2025. 344 funds tracked by Wall St. Rank hold SM as of Q4 2025.

Westwood Holdings Group reported no remaining SM Energy position as of Q4 2025 after selling out during the quarter.
Westwood Holdings Group sold 3,637,348 SM Energy shares in Q4 2025, an estimated $90.8M.
Westwood Holdings Group first reported a position in SM Energy in Q2 2017 and held it in 10 quarters.
Westwood Holdings Group's SM Energy position peaked at $96.1M in Q1 2025.
344 funds tracked by Wall St. Rank held SM Energy as of Q4 2025.

Based on Westwood Holdings Group's 13F filing for Q4 2025, filed 17 Feb 2026.