Kestra Private Wealth Services’s Western Midstream Partners WES Stock Holding History

Kestra Private Wealth 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 Q2	$471K	Sell	10,760 -8,739	-45%	-$376K	0.01%	1269
2026 Q1	$803K	Buy	19,499 +1,158	+6%	+$47.9K	0.01%	960
2025 Q4	$724K	Sell	18,341 -7,112	-28%	-$276K	0.01%	958
2025 Q3	$1M	Buy	25,453 +4,452	+21%	+$174K	0.01%	781
2025 Q2	$813K	Buy	21,001 +10,261	+96%	+$390K	0.01%	825
2025 Q1	$440K	Sell	10,740 -4,462	-29%	-$182K	0.01%	1020
2024 Q4	$584K	Sell	15,202 -2,742	-15%	-$106K	0.01%	860
2024 Q3	$687K	Sell	17,944 -262	-1%	-$10.3K	0.01%	759
2024 Q2	$723K	Buy	18,206 +1,553	+9%	+$57.2K	0.01%	692
2024 Q1	$592K	Buy	+16,653	New	+$517K	0.01%	731

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 $39B AUM 18.55% 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 $2.79B AUM 24.88% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Kestra Private Wealth Services's WES Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Western Midstream Partners (WES) stake by 45% in Q2 2026, selling an estimated $376K and leaving 10,760 shares worth $471K. The position accounts for 0.01% of the portfolio, ranked #1269.

Kestra Private Wealth Services first reported a position in WES in Q1 2024 and has held it in 10 quarters since. The position peaked at $1M in Q3 2025. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

Kestra Private Wealth Services held 10,760 shares of Western Midstream Partners worth $471K as of Q2 2026.
Kestra Private Wealth Services sold 8,739 Western Midstream Partners shares in Q2 2026, an estimated $376K.
Western Midstream Partners made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1269 holding.
Kestra Private Wealth Services first reported a position in Western Midstream Partners in Q1 2024 and has held it in 10 quarters since.
Kestra Private Wealth Services's Western Midstream Partners position peaked at $1M in Q3 2025.
372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.