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 Q2	$78.8K	Hold	1,800	–	–	﹤0.01%	1511
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	–	2673
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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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 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

EverSource Wealth Advisors's WES Position: Q2 2026 in Review

EverSource Wealth Advisors held its Western Midstream Partners (WES) position steady in Q2 2026 at 1,800 shares worth $78.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1511.

EverSource Wealth Advisors first reported a position in WES in Q3 2022 and has held it in 13 quarters since. The position peaked at $111K in Q4 2022. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

EverSource Wealth Advisors held 1,800 shares of Western Midstream Partners worth $78.8K as of Q2 2026.
EverSource Wealth Advisors left its Western Midstream Partners share count unchanged in Q2 2026.
Western Midstream Partners made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1511 holding.
EverSource Wealth Advisors first reported a position in Western Midstream Partners in Q3 2022 and has held it in 13 quarters since.
EverSource Wealth Advisors's Western Midstream Partners position peaked at $111K in Q4 2022.
372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.