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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
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

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Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
TCA
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B 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 $2.83B AUM 15.14% 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