Kestra Advisory Services’s Western Midstream Partners WES Stock Holding History

Kestra Advisory Services’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	$2.15M	Sell	52,294 -4,618	-8%	-$191K	0.01%	1257
2025 Q4	$2.25M	Buy	56,912 +1,132	+2%	+$43.9K	0.01%	1149
2025 Q3	$2.19M	Buy	55,780 +3,230	+6%	+$126K	0.01%	1097
2025 Q2	$2.03M	Buy	52,550 +4,895	+10%	+$186K	0.01%	1069
2025 Q1	$1.95M	Buy	47,655 +1,756	+4%	+$71.5K	0.01%	995
2024 Q4	$1.76M	Buy	+45,899	New	+$1.77M	0.01%	1065

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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 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

Kestra Advisory Services's WES Position: Q1 2026 in Review

Kestra Advisory Services reduced its Western Midstream Partners (WES) stake by 8.1% in Q1 2026, selling an estimated $191K and leaving 52,294 shares worth $2.15M. The position accounts for 0.01% of the portfolio, ranked #1257.

Kestra Advisory Services first reported a position in WES in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.25M in Q4 2025. 346 funds tracked by Wall St. Rank hold WES as of Q1 2026.

Kestra Advisory Services held 52,294 shares of Western Midstream Partners worth $2.15M as of Q1 2026.
Kestra Advisory Services sold 4,618 Western Midstream Partners shares in Q1 2026, an estimated $191K.
Western Midstream Partners made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1257 holding.
Kestra Advisory Services first reported a position in Western Midstream Partners in Q4 2024 and has held it in 6 quarters since.
Kestra Advisory Services's Western Midstream Partners position peaked at $2.25M in Q4 2025.
346 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.