Belfer Management’s Western Midstream Partners WES Stock Holding History

Belfer 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 Q1	$498K	Buy	12,098 +1,991	+20%	+$82.3K	8.33%	5
2025 Q4	$399K	Buy	10,107 +233	+2%	+$9.03K	7%	5
2025 Q3	$388K	Hold	9,874	–	–	5.39%	5
2025 Q2	$382K	Hold	9,874	–	–	5.84%	6
2025 Q1	$404K	Sell	9,874 -83	-0.8%	-$3.38K	7.02%	5
2024 Q4	$383K	Hold	9,957	–	–	6.09%	6
2024 Q3	$381K	Hold	9,957	–	–	6.17%	5
2024 Q2	$396K	Hold	9,957	–	–	7.46%	3
2024 Q1	$354K	Buy	9,957 +418	+4%	+$13K	6.38%	5
2023 Q4	$279K	Hold	9,539	–	–	5.9%	9
2023 Q3	$260K	Hold	9,539	–	–	6.73%	8
2023 Q2	$253K	Hold	9,539	–	–	6.71%	8
2023 Q1	$252K	Buy	9,539 +1,854	+24%	+$49.8K	6.52%	9
2022 Q4	$206K	Buy	+7,685	New	+$207K	7.06%	7

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Belfer Management's WES Position: Q1 2026 in Review

Belfer Management increased its Western Midstream Partners (WES) stake by 20% in Q1 2026, buying an estimated $82.3K and bringing the position to 12,098 shares worth $498K. The position accounts for 8.33% of the portfolio, ranked #5.

Belfer Management first reported a position in WES in Q4 2022 and has held it in 14 quarters since. 346 funds tracked by Wall St. Rank hold WES as of Q1 2026.

Belfer Management held 12,098 shares of Western Midstream Partners worth $498K as of Q1 2026.
Belfer Management bought 1,991 Western Midstream Partners shares in Q1 2026, an estimated $82.3K.
Western Midstream Partners made up 8.33% of Belfer Management's portfolio in Q1 2026, its #5 holding.
Belfer Management first reported a position in Western Midstream Partners in Q4 2022 and has held it in 14 quarters since.
346 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2026.

Based on Belfer Management's 13F filing for Q1 2026, filed 8 May 2026.