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Fiduciary Group’s Western Midstream Partners WES Stock Holding History

Fiduciary Group’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 		$500K Buy
11,420
+1,000
+10% +$43.1K 0.04% 224
2026
Q1 		$429K Hold
10,420
– – 0.04% 230
2025
Q4 		$412K Buy
10,420
+700
+7% +$27.1K 0.03% 228
2025
Q3 		$382K Buy
9,720
+650
+7% +$25.4K 0.03% 229
2025
Q2 		$351K Buy
9,070
+4,000
+79% +$152K 0.03% 223
2025
Q1 		$208K Buy
+5,070
New +$206K 0.02% 266

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

Fiduciary Group's WES Position: Q2 2026 in Review

Fiduciary Group increased its Western Midstream Partners (WES) stake by 9.6% in Q2 2026, buying an estimated $43.1K and bringing the position to 11,420 shares worth $500K. The position accounts for 0.04% of the portfolio, ranked #224.

Fiduciary Group first reported a position in WES in Q1 2025 and has held it in 6 quarters since. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

  • Fiduciary Group held 11,420 shares of Western Midstream Partners worth $500K as of Q2 2026.
  • Fiduciary Group bought 1,000 Western Midstream Partners shares in Q2 2026, an estimated $43.1K.
  • Western Midstream Partners made up 0.04% of Fiduciary Group's portfolio in Q2 2026, its #224 holding.
  • Fiduciary Group first reported a position in Western Midstream Partners in Q1 2025 and has held it in 6 quarters since.
  • 372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Fiduciary Group's 13F filing for Q2 2026, filed 10 Aug 2026.