Investors Asset Management of Georgia’s Western Midstream Partners WES Stock Holding History

Investors Asset Management of Georgia’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	$312K	Hold	7,132	–	–	0.11%	156
2026 Q1	$294K	Hold	7,132	–	–	0.12%	151
2025 Q4	$282K	Buy	7,132 +200	+3%	+$7.75K	0.12%	146
2025 Q3	$272K	Hold	6,932	–	–	0.12%	147
2025 Q2	$268K	Hold	6,932	–	–	0.12%	136
2025 Q1	$284K	Hold	6,932	–	–	0.14%	125
2024 Q4	$266K	Hold	6,932	–	–	0.13%	134
2024 Q3	$265K	Hold	6,932	–	–	0.13%	140
2024 Q2	$275K	Sell	6,932 -333	-5%	-$12.3K	0.13%	130
2024 Q1	$258K	Sell	7,265 -200	-3%	-$6.21K	0.12%	134
2023 Q4	$218K	Hold	7,465	–	–	0.11%	140
2023 Q3	$202K	Sell	7,465 -2,000	-21%	-$54.3K	0.11%	145
2023 Q2	$251K	Hold	9,465	–	–	0.13%	141
2023 Q1	$250K	Sell	9,465 -2,000	-17%	-$53.7K	0.13%	140
2022 Q4	$308K	Sell	11,465 -2,000	-15%	-$53.9K	0.16%	125
2022 Q3	$339K	Buy	+13,465	New	+$360K	0.17%	117
2022 Q2	–	Sell	-13,465	Closed	-$340K	–	602
2022 Q1	$340K	Hold	13,465	–	–	0.17%	128
2021 Q4	$300K	Hold	13,465	–	–	0.14%	137
2021 Q3	$282K	Hold	13,465	–	–	0.15%	134
2021 Q2	$288K	Hold	13,465	–	–	0.15%	135
2021 Q1	$250K	Hold	13,465	–	–	0.15%	136
2020 Q4	$186K	Hold	13,465	–	–	0.13%	134
2020 Q3	$108K	Buy	13,465 +1,000	+8%	+$9.02K	0.07%	137
2020 Q2	$125K	Buy	12,465 +100	+0.8%	+$829	0.09%	135
2020 Q1	$40K	Buy	+12,365	New	+$170K	0.03%	135

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LIM

Longfellow Investment Management Boston, Massachusetts $489M AUM 9.58% 1-Year Est. Return

Investors Asset Management of Georgia's WES Position: Q2 2026 in Review

Investors Asset Management of Georgia held its Western Midstream Partners (WES) position steady in Q2 2026 at 7,132 shares worth $312K. The position accounts for 0.11% of the portfolio, ranked #156.

Investors Asset Management of Georgia first reported a position in WES in Q1 2020 and has held it in 25 quarters since. The position peaked at $340K in Q1 2022. 267 funds tracked by Wall St. Rank hold WES as of Q2 2026.

Investors Asset Management of Georgia held 7,132 shares of Western Midstream Partners worth $312K as of Q2 2026.
Investors Asset Management of Georgia left its Western Midstream Partners share count unchanged in Q2 2026.
Western Midstream Partners made up 0.11% of Investors Asset Management of Georgia's portfolio in Q2 2026, its #156 holding.
Investors Asset Management of Georgia first reported a position in Western Midstream Partners in Q1 2020 and has held it in 25 quarters since.
Investors Asset Management of Georgia's Western Midstream Partners position peaked at $340K in Q1 2022.
267 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Investors Asset Management of Georgia's 13F filing for Q2 2026, filed 22 Jul 2026.