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Advisors Asset Management’s Western Midstream Partners WES Stock Holding History

Advisors Asset Management’s Portfolio WES Stock Details WES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.2M Sell
232,840
-9,618
-4% -$414K 0.16% 161
2026
Q1 		$9.98M Buy
242,458
+7,337
+3% +$303K 0.17% 151
2025
Q4 		$9.29M Buy
235,121
+48,268
+26% +$1.87M 0.16% 154
2025
Q3 		$7.34M Buy
186,853
+29,754
+19% +$1.16M 0.12% 203
2025
Q2 		$6.08M Buy
157,099
+23,023
+17% +$876K 0.11% 242
2025
Q1 		$5.49M Buy
134,076
+29,192
+28% +$1.19M 0.1% 252
2024
Q4 		$4.03M Buy
104,884
+30,449
+41% +$1.18M 0.07% 348
2024
Q3 		$2.85M Sell
74,435
-2,635
-3% -$104K 0.05% 459
2024
Q2 		$3.06M Buy
77,070
+3,107
+4% +$114K 0.06% 414
2024
Q1 		$2.63M Sell
73,963
-8,878
-11% -$276K 0.05% 465
2023
Q4 		$2.42M Buy
82,841
+1,434
+2% +$40.1K 0.05% 464
2023
Q3 		$2.22M Sell
81,407
-19,981
-20% -$542K 0.05% 480
2023
Q2 		$2.69M Buy
101,388
+1,922
+2% +$50.6K 0.05% 421
2023
Q1 		$2.62M Sell
99,466
-16,425
-14% -$441K 0.05% 432
2022
Q4 		$3.11M Buy
115,891
+1,702
+1% +$45.9K 0.06% 372
2022
Q3 		$2.87M Sell
114,189
-17,965
-14% -$480K 0.06% 383
2022
Q2 		$3.21M Sell
132,154
-7,467
-5% -$191K 0.06% 358
2022
Q1 		$3.52M Sell
139,621
-7,991
-5% -$197K 0.05% 389
2021
Q4 		$3.29M Buy
147,612
+17,664
+14% +$378K 0.05% 444
2021
Q3 		$2.72M Buy
129,948
+19,294
+17% +$384K 0.04% 486
2021
Q2 		$2.37M Buy
110,654
+19,298
+21% +$400K 0.03% 550
2021
Q1 		$1.7M Buy
91,356
+20,795
+29% +$354K 0.03% 649
2020
Q4 		$975K Buy
70,561
+5,482
+8% +$63K 0.02% 792
2020
Q3 		$521K Buy
65,079
+7,512
+13% +$67.8K 0.01% 915
2020
Q2 		$578K Buy
57,567
+12,325
+27% +$102K 0.01% 863
2020
Q1 		$147K Buy
45,242
+18,802
+71% +$259K ﹤0.01% 1166
2019
Q4 		$521K Sell
26,440
-716
-3% -$14.8K 0.01% 968
2019
Q3 		$676K Sell
27,156
-329
-1% -$8.75K 0.01% 886
2019
Q2 		$846K Sell
27,485
-1,258
-4% -$38.8K 0.02% 841
2019
Q1 		$901K Buy
+28,743
New +$913K 0.02% 814

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Advisors Asset Management's WES Position: Q2 2026 in Review

Advisors Asset Management reduced its Western Midstream Partners (WES) stake by 4% in Q2 2026, selling an estimated $414K and leaving 232,840 shares worth $10.2M. The position accounts for 0.16% of the portfolio, ranked #161.

Advisors Asset Management first reported a position in WES in Q1 2019 and has held it in 30 quarters since. 371 funds tracked by Wall St. Rank hold WES as of Q2 2026.

  • Advisors Asset Management held 232,840 shares of Western Midstream Partners worth $10.2M as of Q2 2026.
  • Advisors Asset Management sold 9,618 Western Midstream Partners shares in Q2 2026, an estimated $414K.
  • Western Midstream Partners made up 0.16% of Advisors Asset Management's portfolio in Q2 2026, its #161 holding.
  • Advisors Asset Management first reported a position in Western Midstream Partners in Q1 2019 and has held it in 30 quarters since.
  • 371 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.