Alpha Cubed Investments’s Western Midstream Partners WES Stock Holding History

Alpha Cubed Investments’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
2025 Q4	$223K	Buy	5,649 +109	+2%	+$4.22K	0.01%	265
2025 Q3	$218K	Buy	5,540 +108	+2%	+$4.22K	0.01%	270
2025 Q2	$210K	Sell	5,432 -524	-9%	-$19.9K	0.01%	279
2025 Q1	$244K	Buy	5,956 +95	+2%	+$3.87K	0.01%	248
2024 Q4	$225K	Buy	5,861 +101	+2%	+$3.9K	0.01%	232
2024 Q3	$220K	Sell	5,760 -4,070	-41%	-$160K	0.01%	239
2024 Q2	$391K	Buy	9,830 +2,105	+27%	+$77.5K	0.02%	178
2024 Q1	$275K	Buy	+7,725	New	+$240K	0.01%	217
2023 Q4	–	Sell	-8,617	Closed	-$235K	–	300
2023 Q3	$235K	Buy	+8,617	New	+$234K	0.02%	215

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KACA

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

Alpha Cubed Investments's WES Position: Q4 2025 in Review

Alpha Cubed Investments increased its Western Midstream Partners (WES) stake by 2% in Q4 2025, buying an estimated $4.22K and bringing the position to 5,649 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #265.

Alpha Cubed Investments first reported a position in WES in Q3 2023 and has held it in 9 quarters since. The position peaked at $391K in Q2 2024. 329 funds tracked by Wall St. Rank hold WES as of Q4 2025.

Alpha Cubed Investments held 5,649 shares of Western Midstream Partners worth $223K as of Q4 2025.
Alpha Cubed Investments bought 109 Western Midstream Partners shares in Q4 2025, an estimated $4.22K.
Western Midstream Partners made up 0.01% of Alpha Cubed Investments's portfolio in Q4 2025, its #265 holding.
Alpha Cubed Investments first reported a position in Western Midstream Partners in Q3 2023 and has held it in 9 quarters since.
Alpha Cubed Investments's Western Midstream Partners position peaked at $391K in Q2 2024.
329 funds tracked by Wall St. Rank held Western Midstream Partners as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.