Energy Income Partners’s Western Midstream Partners WES Stock Holding History

Energy Income 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
2023 Q4	–	Sell	-546,562	Closed	-$14.9M	–	88
2023 Q3	$14.9M	Buy	546,562 +15,272	+3%	+$414K	0.34%	48
2023 Q2	$14.1M	Buy	531,290 +21,270	+4%	+$560K	0.3%	49
2023 Q1	$13.4M	Sell	510,020 -6,668	-1%	-$179K	0.3%	47
2022 Q4	$13.9M	Buy	516,688 +40,058	+8%	+$1.08M	0.31%	51
2022 Q3	$12M	Buy	+476,630	New	+$12.7M	0.28%	51
2019 Q1	–	Sell	-1,154,118	Closed	-$32M	–	48
2018 Q4	$32M	Buy	1,154,118 +424,831	+58%	+$12.8M	0.64%	35
2018 Q3	$21.8M	Buy	729,287 +235,863	+48%	+$8.27M	0.4%	46
2018 Q2	$17.6M	Buy	+493,424	New	+$17.3M	0.32%	50

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Energy Income Partners's WES Position: Q4 2023 in Review

Energy Income Partners sold out of Western Midstream Partners (WES) in Q4 2023, closing a stake of 546,562 shares — an estimated $14.9M sold.

Energy Income Partners first reported a position in WES in Q2 2018 and held it in 8 quarters. The position peaked at $32M in Q4 2018. 196 funds tracked by Wall St. Rank hold WES as of Q4 2023.

Energy Income Partners reported no remaining Western Midstream Partners position as of Q4 2023 after selling out during the quarter.
Energy Income Partners sold 546,562 Western Midstream Partners shares in Q4 2023, an estimated $14.9M.
Energy Income Partners first reported a position in Western Midstream Partners in Q2 2018 and held it in 8 quarters.
Energy Income Partners's Western Midstream Partners position peaked at $32M in Q4 2018.
196 funds tracked by Wall St. Rank held Western Midstream Partners as of Q4 2023.

Based on Energy Income Partners's 13F filing for Q4 2023, filed 14 Feb 2024.