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Capital Analysts LLC’s Western Midstream Partners WES Stock Holding History

Capital Analysts LLC’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 		$25K Buy
578
+12
+2% +$517 ﹤0.01% 1120
2026
Q1 		$23K Buy
566
+12
+2% +$496 ﹤0.01% 1105
2025
Q4 		$22K Buy
554
+12
+2% +$465 ﹤0.01% 1089
2025
Q3 		$21K Buy
542
+13
+2% +$507 ﹤0.01% 1075
2025
Q2 		$20K Buy
529
+12
+2% +$457 ﹤0.01% 1023
2025
Q1 		$21K Buy
+517
New +$21.1K ﹤0.01% 991

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 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
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
Neuberger Berman Group
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

Capital Analysts LLC's WES Position: Q2 2026 in Review

Capital Analysts LLC increased its Western Midstream Partners (WES) stake by 2.1% in Q2 2026, buying an estimated $517 and bringing the position to 578 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #1120.

Capital Analysts LLC first reported a position in WES in Q1 2025 and has held it in 6 quarters since. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

  • Capital Analysts LLC held 578 shares of Western Midstream Partners worth $25K as of Q2 2026.
  • Capital Analysts LLC bought 12 Western Midstream Partners shares in Q2 2026, an estimated $517.
  • Western Midstream Partners made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1120 holding.
  • Capital Analysts LLC first reported a position in Western Midstream Partners in Q1 2025 and has held it in 6 quarters since.
  • 372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.