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AE Wealth Management’s Western Midstream Partners WES Stock Holding History

AE Wealth 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 		$259K Buy
5,925
+64
+1% +$2.76K ﹤0.01% 1562
2026
Q1 		$241K Buy
5,861
+543
+10% +$22.5K ﹤0.01% 1508
2025
Q4 		$210K Buy
+5,318
New +$206K ﹤0.01% 1499

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 $39B AUM 18.55% 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 $2.79B AUM 24.88% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

AE Wealth Management's WES Position: Q2 2026 in Review

AE Wealth Management increased its Western Midstream Partners (WES) stake by 1.1% in Q2 2026, buying an estimated $2.76K and bringing the position to 5,925 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #1562.

AE Wealth Management first reported a position in WES in Q4 2025 and has held it in 3 quarters since. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

  • AE Wealth Management held 5,925 shares of Western Midstream Partners worth $259K as of Q2 2026.
  • AE Wealth Management bought 64 Western Midstream Partners shares in Q2 2026, an estimated $2.76K.
  • Western Midstream Partners made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1562 holding.
  • AE Wealth Management first reported a position in Western Midstream Partners in Q4 2025 and has held it in 3 quarters since.
  • 372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.