Avidian Wealth Enterprises’s Western Midstream Partners WES Stock Holding History

Avidian Wealth Enterprises’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 Q3	$436K	Sell	9,830 -1,123	-10%	-$52.8K	0.01%	515
2026 Q2	$479K	Buy	+10,953	New	+$472K	0.01%	488
2024 Q3	–	Sell	-5,384	Closed	-$214K	–	535
2024 Q2	$214K	Buy	+5,384	New	+$198K	0.01%	469
2023 Q2	–	Sell	-14,602	Closed	-$385K	–	496
2023 Q1	$385K	Buy	14,602 +235	+2%	+$6.31K	0.02%	340
2022 Q4	$386K	Buy	14,367 +1,233	+9%	+$33.3K	0.03%	315
2022 Q3	$330K	Buy	13,134 +1,232	+10%	+$32.9K	0.02%	307
2022 Q2	$289K	Buy	11,902 +223	+2%	+$5.71K	0.02%	359
2022 Q1	$295K	Buy	11,679 +139	+1%	+$3.43K	0.02%	391
2021 Q4	$257K	Buy	11,540 +658	+6%	+$14.1K	0.02%	442
2021 Q3	$228K	Buy	10,882 +673	+7%	+$13.4K	0.02%	342
2021 Q2	$219K	Buy	+10,209	New	+$212K	0.02%	357

Other funds holding WES

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Avidian Wealth Enterprises's WES Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Western Midstream Partners (WES) stake by 10% in Q3 2026, selling an estimated $52.8K and leaving 9,830 shares worth $436K. The position accounts for 0.01% of the portfolio, ranked #515.

Avidian Wealth Enterprises first reported a position in WES in Q2 2021 and has held it in 11 quarters since. The position peaked at $479K in Q2 2026. 169 funds tracked by Wall St. Rank hold WES as of Q3 2026.

Avidian Wealth Enterprises held 9,830 shares of Western Midstream Partners worth $436K as of Q3 2026.
Avidian Wealth Enterprises sold 1,123 Western Midstream Partners shares in Q3 2026, an estimated $52.8K.
Western Midstream Partners made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #515 holding.
Avidian Wealth Enterprises first reported a position in Western Midstream Partners in Q2 2021 and has held it in 11 quarters since.
Avidian Wealth Enterprises's Western Midstream Partners position peaked at $479K in Q2 2026.
169 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.