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Duff & Phelps Investment Management’s Western Midstream Partners WES Stock Holding History

Duff & Phelps Investment Management’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
2025
Q2 		– Sell
-425,434
Closed -$17.4M – 161
2025
Q1 		$17.4M Sell
425,434
-185,749
-30% -$7.56M 0.2% 91
2024
Q4 		$23.5M Sell
611,183
-97,500
-14% -$3.76M 0.28% 86
2024
Q3 		$27.1M Buy
708,683
+698,683
+6,987% +$27.5M 0.31% 86
2024
Q2 		$397K Buy
+10,000
New +$368K 0.01% 192
2024
Q1 		– Sell
-383,000
Closed -$11.2M – 258
2023
Q4 		$11.2M Sell
383,000
-64,000
-14% -$1.79M 0.13% 115
2023
Q3 		$12.2M Sell
447,000
-175,000
-28% -$4.75M 0.16% 110
2023
Q2 		$16.5M Sell
622,000
-4,252
-0.7% -$112K 0.2% 96
2023
Q1 		$16.5M Sell
626,252
-223,000
-26% -$5.99M 0.2% 98
2022
Q4 		$22.8M Sell
849,252
-10,000
-1% -$270K 0.28% 93
2022
Q3 		$21.6M Sell
859,252
-773,500
-47% -$20.7M 0.27% 93
2022
Q2 		$39.7M Sell
1,632,752
-10,685
-0.7% -$273K 0.49% 78
2022
Q1 		$41.4M Buy
1,643,437
+496,270
+43% +$12.2M 0.48% 77
2021
Q4 		$25.5M Buy
1,147,167
+330,790
+41% +$7.07M 0.3% 88
2021
Q3 		$17.1M Buy
816,377
+200,952
+33% +$4M 0.22% 91
2021
Q2 		$13.2M Buy
615,425
+63,225
+11% +$1.31M 0.17% 101
2021
Q1 		$10.3M Buy
552,200
+532,700
+2,732% +$9.06M 0.14% 104
2020
Q4 		$269K Buy
+19,500
New +$224K ﹤0.01% 218
2020
Q2 		– Sell
-740,864
Closed -$2.4M – 226
2020
Q1 		$2.4M Sell
740,864
-92,400
-11% -$1.27M 0.04% 121
2019
Q4 		$16.4M Sell
833,264
-52,050
-6% -$1.08M 0.22% 99
2019
Q3 		$22M Sell
885,314
-320,300
-27% -$8.52M 0.3% 91
2019
Q2 		$37.1M Sell
1,205,614
-51,100
-4% -$1.58M 0.52% 74
2019
Q1 		$39.4M Buy
+1,256,714
New +$39.9M 0.59% 68

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
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 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
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Duff & Phelps Investment Management's WES Position: Q2 2025 in Review

Duff & Phelps Investment Management sold out of Western Midstream Partners (WES) in Q2 2025, closing a stake of 425,434 shares — an estimated $17.4M sold.

Duff & Phelps Investment Management first reported a position in WES in Q1 2019 and held it in 22 quarters. The position peaked at $41.4M in Q1 2022. 281 funds tracked by Wall St. Rank hold WES as of Q2 2025.

  • Duff & Phelps Investment Management reported no remaining Western Midstream Partners position as of Q2 2025 after selling out during the quarter.
  • Duff & Phelps Investment Management sold 425,434 Western Midstream Partners shares in Q2 2025, an estimated $17.4M.
  • Duff & Phelps Investment Management first reported a position in Western Midstream Partners in Q1 2019 and held it in 22 quarters.
  • Duff & Phelps Investment Management's Western Midstream Partners position peaked at $41.4M in Q1 2022.
  • 281 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2025.

Based on Duff & Phelps Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.