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Kaizen Financial Strategies’s Western Midstream Partners WES Stock Holding History

Kaizen Financial Strategies’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 		$514K Buy
12,573
+860
+7% +$35.6K 0.22% 85
2025
Q4 		$463K Buy
11,713
+2,101
+22% +$81.4K 0.2% 82
2025
Q3 		$370K Buy
+9,612
New +$375K 0.17% 107

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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 $871B AUM 31.28% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B 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

Kaizen Financial Strategies's WES Position: Q1 2026 in Review

Kaizen Financial Strategies increased its Western Midstream Partners (WES) stake by 7.3% in Q1 2026, buying an estimated $35.6K and bringing the position to 12,573 shares worth $514K. The position accounts for 0.22% of the portfolio, ranked #85.

Kaizen Financial Strategies first reported a position in WES in Q3 2025 and has held it in 3 quarters since. 346 funds tracked by Wall St. Rank hold WES as of Q1 2026.

  • Kaizen Financial Strategies held 12,573 shares of Western Midstream Partners worth $514K as of Q1 2026.
  • Kaizen Financial Strategies bought 860 Western Midstream Partners shares in Q1 2026, an estimated $35.6K.
  • Western Midstream Partners made up 0.22% of Kaizen Financial Strategies's portfolio in Q1 2026, its #85 holding.
  • Kaizen Financial Strategies first reported a position in Western Midstream Partners in Q3 2025 and has held it in 3 quarters since.
  • 346 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2026.

Based on Kaizen Financial Strategies's 13F filing for Q1 2026, filed 1 May 2026.