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D.A. Davidson & Co’s Western Midstream Partners WES Stock Holding History

D.A. Davidson & Co’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 		$3.25M Buy
74,339
+1,890
+3% +$81.4K 0.02% 579
2026
Q1 		$2.98M Buy
72,449
+568
+0.8% +$23.5K 0.02% 559
2025
Q4 		$2.84M Sell
71,881
-571
-0.8% -$22.1K 0.02% 554
2025
Q3 		$2.85M Buy
72,452
+4,408
+6% +$172K 0.02% 538
2025
Q2 		$2.63M Buy
68,044
+9,945
+17% +$378K 0.02% 529
2025
Q1 		$2.38M Buy
58,099
+9,793
+20% +$399K 0.02% 522
2024
Q4 		$1.86M Buy
48,306
+3,602
+8% +$139K 0.02% 587
2024
Q3 		$1.71M Buy
44,704
+10,319
+30% +$407K 0.01% 597
2024
Q2 		$1.37M Buy
34,385
+12,747
+59% +$469K 0.01% 638
2024
Q1 		$769K Sell
21,638
-4,263
-16% -$132K 0.01% 824
2023
Q4 		$758K Sell
25,901
-198
-0.8% -$5.53K 0.01% 800
2023
Q3 		$711K Sell
26,099
-56
-0.2% -$1.52K 0.01% 794
2023
Q2 		$694K Buy
26,155
+508
+2% +$13.4K 0.01% 817
2023
Q1 		$676K Buy
25,647
+2,177
+9% +$58.5K 0.01% 806
2022
Q4 		$630K Buy
23,470
+4,785
+26% +$129K 0.01% 785
2022
Q3 		$470K Buy
18,685
+87
+0.5% +$2.32K 0.01% 836
2022
Q2 		$452K Buy
+18,598
New +$476K 0.01% 855
2014
Q1 		– Sell
-3,000
Closed -$118K – 2205
2013
Q4 		$118K Hold
3,000
– – ﹤0.01% 1006
2013
Q3 		$111K Hold
3,000
– – 0.01% 866
2013
Q2 		$123K Buy
+3,000
New +$111K 0.01% 808

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

D.A. Davidson & Co's WES Position: Q2 2026 in Review

D.A. Davidson & Co increased its Western Midstream Partners (WES) stake by 2.6% in Q2 2026, buying an estimated $81.4K and bringing the position to 74,339 shares worth $3.25M. The position accounts for 0.02% of the portfolio, ranked #579.

D.A. Davidson & Co first reported a position in WES in Q2 2013 and has held it in 20 quarters since. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

  • D.A. Davidson & Co held 74,339 shares of Western Midstream Partners worth $3.25M as of Q2 2026.
  • D.A. Davidson & Co bought 1,890 Western Midstream Partners shares in Q2 2026, an estimated $81.4K.
  • Western Midstream Partners made up 0.02% of D.A. Davidson & Co's portfolio in Q2 2026, its #579 holding.
  • D.A. Davidson & Co first reported a position in Western Midstream Partners in Q2 2013 and has held it in 20 quarters since.
  • 372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.