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EverSource Wealth Advisors’s Western Midstream Partners WES Stock Holding History

EverSource Wealth Advisors’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
Q1 		$74.1K Hold
1,800
– – ﹤0.01% 1616
2025
Q4 		$71.1K Hold
1,800
– – ﹤0.01% 1503
2025
Q3 		$70.7K Hold
1,800
– – ﹤0.01% 1462
2025
Q2 		$69.7K Hold
1,800
– – ﹤0.01% 1402
2025
Q1 		$73.7K Hold
1,800
– – ﹤0.01% 1042
2024
Q4 		$69.2K Hold
1,800
– – ﹤0.01% 1043
2024
Q3 		$68.9K Hold
1,800
– – ﹤0.01% 928
2024
Q2 		$73.7K Buy
+1,800
New +$66.2K ﹤0.01% 921
2023
Q3 		– Sell
-4,152
Closed -$110K – 2688
2023
Q2 		$110K Hold
4,152
– – 0.01% 549
2023
Q1 		$109K Hold
4,152
– – 0.01% 513
2022
Q4 		$111K Hold
4,152
– – 0.02% 477
2022
Q3 		$104K Buy
+4,152
New +$111K 0.02% 422

Other funds holding WES

AA
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Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
Neuberger Berman Group
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return