Curated Wealth Partners
WES icon

Curated Wealth Partners’s Western Midstream Partners WES Stock Holding History

Curated Wealth Partners’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 		$284K Hold
6,400
– – 0.02% 441
2026
Q2 		$280K Hold
6,400
– – 0.03% 184
2026
Q1 		$263K Hold
6,400
– – 0.03% 176
2025
Q4 		$253K Hold
6,400
– – 0.03% 175
2025
Q3 		$251K Hold
6,400
– – 0.03% 132
2025
Q2 		$248K Hold
6,400
– – 0.03% 141
2025
Q1 		$262K Hold
6,400
– – 0.03% 130
2024
Q4 		$246K Buy
+6,400
New +$247K 0.03% 129

Other funds holding WES

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
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

Curated Wealth Partners's WES Position: Q3 2026 in Review

Curated Wealth Partners held its Western Midstream Partners (WES) position steady in Q3 2026 at 6,400 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #441.

Curated Wealth Partners first reported a position in WES in Q4 2024 and has held it in 8 quarters since. 303 funds tracked by Wall St. Rank hold WES as of Q3 2026.

  • Curated Wealth Partners held 6,400 shares of Western Midstream Partners worth $284K as of Q3 2026.
  • Curated Wealth Partners left its Western Midstream Partners share count unchanged in Q3 2026.
  • Western Midstream Partners made up 0.02% of Curated Wealth Partners's portfolio in Q3 2026, its #441 holding.
  • Curated Wealth Partners first reported a position in Western Midstream Partners in Q4 2024 and has held it in 8 quarters since.
  • 303 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.