Caldwell Sutter Capital
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Caldwell Sutter Capital’s Western Midstream Partners WES Stock Holding History

Caldwell Sutter Capital’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 		$5.77K Hold
130
– – ﹤0.01% 695
2026
Q2 		$5.69K Hold
130
– – ﹤0.01% 673
2026
Q1 		$5.35K Buy
130
+25
+24% +$1.03K ﹤0.01% 633
2025
Q4 		$4.15K Buy
+105
New +$4.07K ﹤0.01% 648

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ALPS Advisors
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Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.47B AUM 23.61% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.47B AUM 13.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Texas Yale Capital Corp
Texas Yale Capital Corp St. Petersburg, Florida $4.05B AUM 29.51% 1-Year Est. Return

Caldwell Sutter Capital's WES Position: Q3 2026 in Review

Caldwell Sutter Capital held its Western Midstream Partners (WES) position steady in Q3 2026 at 130 shares worth $5.77K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Caldwell Sutter Capital first reported a position in WES in Q4 2025 and has held it in 4 quarters since. 303 funds tracked by Wall St. Rank hold WES as of Q3 2026.

  • Caldwell Sutter Capital held 130 shares of Western Midstream Partners worth $5.77K as of Q3 2026.
  • Caldwell Sutter Capital left its Western Midstream Partners share count unchanged in Q3 2026.
  • Western Midstream Partners made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q3 2026, its #695 holding.
  • Caldwell Sutter Capital first reported a position in Western Midstream Partners in Q4 2025 and has held it in 4 quarters since.
  • 303 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.