Envestnet Asset Management
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Envestnet Asset Management’s Western Midstream Partners WES Stock Holding History

Envestnet Asset 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
2026
Q2 		$4.84M Sell
110,559
-152
-0.1% -$6.55K ﹤0.01% 2485
2026
Q1 		$4.56M Buy
110,711
+19,124
+21% +$791K ﹤0.01% 2375
2025
Q4 		$3.62M Buy
91,587
+11,656
+15% +$452K ﹤0.01% 2408
2025
Q3 		$3.14M Buy
79,931
+4,557
+6% +$178K ﹤0.01% 2572
2025
Q2 		$2.92M Sell
75,374
-1,009
-1% -$38.4K ﹤0.01% 2556
2025
Q1 		$3.13M Sell
76,383
-66,494
-47% -$2.71M ﹤0.01% 2435
2024
Q4 		$5.49M Buy
142,877
+10,343
+8% +$399K ﹤0.01% 2039
2024
Q3 		$5.07M Sell
132,534
-23,580
-15% -$929K ﹤0.01% 2094
2024
Q2 		$6.2M Sell
156,114
-2,311
-1% -$85K ﹤0.01% 1871
2024
Q1 		$5.63M Sell
158,425
-5,734
-3% -$178K ﹤0.01% 1902
2023
Q4 		$4.8M Sell
164,159
-9,134
-5% -$255K ﹤0.01% 1921
2023
Q3 		$4.72M Buy
173,293
+149,897
+641% +$4.07M ﹤0.01% 1839
2023
Q2 		$620K Buy
23,396
+589
+3% +$15.5K ﹤0.01% 3093
2023
Q1 		$601K Sell
22,807
-671
-3% -$18K ﹤0.01% 3028
2022
Q4 		$630K Sell
23,478
-3,249
-12% -$87.6K ﹤0.01% 2958
2022
Q3 		$672K Buy
26,727
+2,480
+10% +$66.2K ﹤0.01% 2839
2022
Q2 		$589K Buy
24,247
+1,291
+6% +$33K ﹤0.01% 2974
2022
Q1 		$579K Sell
22,956
-578
-2% -$14.3K ﹤0.01% 3031
2021
Q4 		$523K Buy
23,534
+2,880
+14% +$61.6K ﹤0.01% 3044
2021
Q3 		$433K Buy
20,654
+1,493
+8% +$29.7K ﹤0.01% 3055
2021
Q2 		$410K Sell
19,161
-3,411
-15% -$70.7K ﹤0.01% 3101
2021
Q1 		$420K Buy
22,572
+3,804
+20% +$64.7K ﹤0.01% 2946
2020
Q4 		$259K Buy
18,768
+5,964
+47% +$68.5K ﹤0.01% 2995
2020
Q3 		$102K Buy
12,804
+877
+7% +$7.91K ﹤0.01% 3009
2020
Q2 		$120K Buy
11,927
+415
+4% +$3.44K ﹤0.01% 2967
2020
Q1 		$37K Sell
11,512
-13,003
-53% -$179K ﹤0.01% 2917
2019
Q4 		$483K Sell
24,515
-9,882
-29% -$205K ﹤0.01% 2478
2019
Q3 		$856K Buy
34,397
+4,902
+17% +$130K ﹤0.01% 2047
2019
Q2 		$908K Sell
29,495
-7,852
-21% -$242K ﹤0.01% 2010
2019
Q1 		$1.17M Buy
37,347
+29,699
+388% +$943K ﹤0.01% 1800
2018
Q4 		$212K Buy
+7,648
New +$230K ﹤0.01% 2661

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

Envestnet Asset Management's WES Position: Q2 2026 in Review

Envestnet Asset Management reduced its Western Midstream Partners (WES) stake by 0.14% in Q2 2026, selling an estimated $6.55K and leaving 110,559 shares worth $4.84M. The position accounts for ﹤0.01% of the portfolio, ranked #2485.

Envestnet Asset Management first reported a position in WES in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.2M in Q2 2024. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

  • Envestnet Asset Management held 110,559 shares of Western Midstream Partners worth $4.84M as of Q2 2026.
  • Envestnet Asset Management sold 152 Western Midstream Partners shares in Q2 2026, an estimated $6.55K.
  • Western Midstream Partners made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2485 holding.
  • Envestnet Asset Management first reported a position in Western Midstream Partners in Q4 2018 and has held it in 31 quarters since.
  • Envestnet Asset Management's Western Midstream Partners position peaked at $6.2M in Q2 2024.
  • 372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.