Brown Advisory
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Brown Advisory’s Western Midstream Partners WES Stock Holding History

Brown Advisory’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
-29,250
Closed -$1.12M – 1422
2024
Q4 		$1.12M Buy
29,250
+23,413
+401% +$904K ﹤0.01% 772
2024
Q3 		$223K Hold
5,837
– – ﹤0.01% 1176
2024
Q2 		$232K Hold
5,837
– – ﹤0.01% 1140
2024
Q1 		$208K Buy
+5,837
New +$181K ﹤0.01% 1181

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 $32.9B AUM 23.66% 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 $2.78B AUM 20.87% 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

Brown Advisory's WES Position: Q1 2025 in Review

Brown Advisory sold out of Western Midstream Partners (WES) in Q1 2025, closing a stake of 29,250 shares — an estimated $1.12M sold.

Brown Advisory first reported a position in WES in Q1 2024 and held it in 4 quarters. The position peaked at $1.12M in Q4 2024. 279 funds tracked by Wall St. Rank hold WES as of Q1 2025.

  • Brown Advisory reported no remaining Western Midstream Partners position as of Q1 2025 after selling out during the quarter.
  • Brown Advisory sold 29,250 Western Midstream Partners shares in Q1 2025, an estimated $1.12M.
  • Brown Advisory first reported a position in Western Midstream Partners in Q1 2024 and held it in 4 quarters.
  • Brown Advisory's Western Midstream Partners position peaked at $1.12M in Q4 2024.
  • 279 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2025.

Based on Brown Advisory's 13F filing for Q1 2025, filed 30 Apr 2025.