Position in WES
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$88,224,551
+$86,520,640 QoQ
Shares Held
2,142,933
+4867.7% QoQ
Ownership
0.544%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 82.5429913114409.ToString("F0")%
Shared 0.ToString("F0")%
None 17.457008688559092.ToString("F0")%
Common Shares in WES Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026WESTWOOD HOLDINGS GROUP INC holds $2,719,211,748 across 24 Oil & Gas Midstream names. WES ranks #12 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
4,701,198 | $342,153,190 | |
| 2 | ET |
Energy Transfer LP
|
16,984,384 | $327,798,611 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
7,756,161 | $260,064,078 | |
| 4 | LNG |
Cheniere Energy, Inc.
|
749,722 | $212,741,114 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
5,496,068 | $207,971,213 | |
| 6 | ENB |
Enbridge Inc
|
3,754,855 | $203,287,849 | |
| 7 | TRGP |
Targa Resources Corp.
|
602,242 | $151,000,136 | |
| 8 | DTM |
DT Midstream, Inc.
|
1,075,249 | $144,803,782 |
All Filings in WES
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $88,224,551 | 2,142,933 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,703,911 | 43,137 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $72,619,903 | 1,848,305 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $69,985,157 | 1,808,402 | Shares | Defined | 2025-10-08 | |
| 2025-03-31 | $76,646,154 | 1,871,244 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $106,427,542 | 2,769,387 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $188,807,437 | 4,934,852 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $71,919,683 | 1,810,211 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $64,338,887 | 1,809,814 | Shares | Defined | 2024-06-06 | |
| 2023-12-31 | $52,241,886 | 1,785,437 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $50,912,965 | 1,869,738 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $70,198,068 | 2,646,986 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $82,170,027 | 3,116,042 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $56,130,193 | 2,090,510 | Shares | Defined | 2023-02-14 | |
| 2020-06-30 | $2,896,258 | 288,472 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $932,656 | 287,857 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||