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Bleakley Financial Group’s Western Midstream Partners WES Stock Holding History

Bleakley Financial Group’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
Q1 		– Sell
-5,722
Closed -$220K – 1022
2024
Q4 		$220K Buy
5,722
+11
+0.2% +$425 0.01% 918
2024
Q3 		$218K Buy
5,711
+311
+6% +$12.3K 0.01% 895
2024
Q2 		$215K Buy
+5,400
New +$199K 0.01% 867

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
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bleakley Financial Group's WES Position: Q1 2025 in Review

Bleakley Financial Group sold out of Western Midstream Partners (WES) in Q1 2025, closing a stake of 5,722 shares — an estimated $220K sold.

Bleakley Financial Group first reported a position in WES in Q2 2024 and held it in 3 quarters. The position peaked at $220K in Q4 2024. 279 funds tracked by Wall St. Rank hold WES as of Q1 2025.

  • Bleakley Financial Group reported no remaining Western Midstream Partners position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 5,722 Western Midstream Partners shares in Q1 2025, an estimated $220K.
  • Bleakley Financial Group first reported a position in Western Midstream Partners in Q2 2024 and held it in 3 quarters.
  • Bleakley Financial Group's Western Midstream Partners position peaked at $220K in Q4 2024.
  • 279 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.