Creative Planning’s Western Midstream Partners WES Stock Holding History

Creative Planning’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	$1.95M	Buy	47,353 +9,083	+24%	+$376K	﹤0.01%	1902
2025 Q4	$1.51M	Buy	38,270 +972	+3%	+$37.7K	﹤0.01%	1947
2025 Q3	$1.47M	Buy	37,298 +30,420	+442%	+$1.19M	﹤0.01%	1785
2025 Q2	$266K	Buy	6,878 +999	+17%	+$38K	﹤0.01%	3009
2025 Q1	$241K	Buy	+5,879	New	+$239K	﹤0.01%	2923
2024 Q3	–	Sell	-5,141	Closed	-$204K	–	3327
2024 Q2	$204K	Buy	+5,141	New	+$189K	﹤0.01%	2661
2023 Q2	–	Sell	-9,682	Closed	-$255K	–	2853
2023 Q1	$255K	Buy	9,682 +68	+0.7%	+$1.83K	﹤0.01%	1939
2022 Q4	$258K	Buy	9,614 +500	+5%	+$13.5K	﹤0.01%	1824
2022 Q3	$229K	Buy	9,114 +707	+8%	+$18.9K	﹤0.01%	1823
2022 Q2	$204K	Sell	8,407 -343	-4%	-$8.78K	﹤0.01%	1874
2022 Q1	$221K	Sell	8,750 -14,996	-63%	-$370K	﹤0.01%	1832
2021 Q4	$529K	Sell	23,746 -1,172	-5%	-$25.1K	﹤0.01%	1266
2021 Q3	$522K	Buy	24,918 +5,000	+25%	+$99.6K	﹤0.01%	1263
2021 Q2	$427K	Sell	19,918 -29,283	-60%	-$607K	﹤0.01%	1364
2021 Q1	$915K	Sell	49,201 -18,404	-27%	-$313K	﹤0.01%	1071
2020 Q4	$934K	Buy	67,605 +9,955	+17%	+$114K	﹤0.01%	988
2020 Q3	$461K	Buy	57,650 +11,552	+25%	+$104K	﹤0.01%	1179
2020 Q2	$463K	Sell	46,098 -37,031	-45%	-$307K	﹤0.01%	1070
2020 Q1	$269K	Buy	83,129 +11,004	+15%	+$151K	﹤0.01%	1222
2019 Q4	$1.42M	Sell	72,125 -20,988	-23%	-$435K	﹤0.01%	647
2019 Q3	$2.32M	Sell	93,113 -56	-0.1%	-$1.49K	0.01%	451
2019 Q2	$2.87M	Buy	93,169 +9,802	+12%	+$302K	0.01%	398
2019 Q1	$2.61M	Buy	+83,367	New	+$2.65M	0.01%	396
2017 Q3	–	Sell	-443	Closed	-$19K	–	3703
2017 Q2	$19K	Sell	443 -65	-13%	-$2.86K	﹤0.01%	3227
2017 Q1	$23K	Hold	508	–	–	﹤0.01%	3045
2016 Q4	$22K	Buy	508 +228	+81%	+$9.78K	﹤0.01%	3019
2016 Q3	$12K	Hold	280	–	–	﹤0.01%	3411
2016 Q2	$11K	Sell	280 -185	-40%	-$7.3K	﹤0.01%	3210
2016 Q1	$17K	Buy	465 +250	+116%	+$7.22K	﹤0.01%	2880
2015 Q4	$8K	Hold	215	–	–	﹤0.01%	3444
2015 Q3	$8K	Buy	+215	New	+$11.5K	﹤0.01%	3370

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

Creative Planning's WES Position: Q1 2026 in Review

Creative Planning increased its Western Midstream Partners (WES) stake by 24% in Q1 2026, buying an estimated $376K and bringing the position to 47,353 shares worth $1.95M. The position accounts for ﹤0.01% of the portfolio, ranked #1902.

Creative Planning first reported a position in WES in Q3 2015 and has held it in 31 quarters since. The position peaked at $2.87M in Q2 2019. 346 funds tracked by Wall St. Rank hold WES as of Q1 2026.

Creative Planning held 47,353 shares of Western Midstream Partners worth $1.95M as of Q1 2026.
Creative Planning bought 9,083 Western Midstream Partners shares in Q1 2026, an estimated $376K.
Western Midstream Partners made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1902 holding.
Creative Planning first reported a position in Western Midstream Partners in Q3 2015 and has held it in 31 quarters since.
Creative Planning's Western Midstream Partners position peaked at $2.87M in Q2 2019.
346 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.