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 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 $21.3B AUM 23.41% 1-Year Est. Return

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

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

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 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

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

Avidian Wealth Enterprises's WES Position: Q2 2026 in Review

Avidian Wealth Enterprises opened a new position in Western Midstream Partners (WES) in Q2 2026: 10,953 shares worth $479K. The stake represents 0.01% of the portfolio and ranks #488 among its holdings. This is a return to the name: Avidian Wealth Enterprises previously reported a position in WES as recently as Q2 2024.

Avidian Wealth Enterprises first reported a position in WES in Q2 2021 and has held it in 10 quarters since. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

Avidian Wealth Enterprises held 10,953 shares of Western Midstream Partners worth $479K as of Q2 2026.
Western Midstream Partners was a new Avidian Wealth Enterprises position in Q2 2026.
Western Midstream Partners made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #488 holding.
Avidian Wealth Enterprises first reported a position in Western Midstream Partners in Q2 2021 and has held it in 10 quarters since.
372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.