Lee Financial’s Western Midstream Partners WES Stock Holding History

Lee Financial’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
2025 Q1	–	Sell	-10,144	Closed	-$390K	–	186
2024 Q4	$390K	Hold	10,144	–	–	0.05%	129
2024 Q3	$388K	Buy	+10,144	New	+$400K	0.06%	126
2018 Q3	–	Sell	-222	Closed	-$8K	–	735
2018 Q2	$8K	Hold	222	–	–	﹤0.01%	543
2018 Q1	$7K	Buy	+222	New	+$8.45K	﹤0.01%	580

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

Blackstone Inc New York $39B AUM 18.55% 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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

KACA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lee Financial's WES Position: Q1 2025 in Review

Lee Financial sold out of Western Midstream Partners (WES) in Q1 2025, closing a stake of 10,144 shares — an estimated $390K sold.

Lee Financial first reported a position in WES in Q1 2018 and held it in 4 quarters. The position peaked at $390K in Q4 2024. 279 funds tracked by Wall St. Rank hold WES as of Q1 2025.

Lee Financial reported no remaining Western Midstream Partners position as of Q1 2025 after selling out during the quarter.
Lee Financial sold 10,144 Western Midstream Partners shares in Q1 2025, an estimated $390K.
Lee Financial first reported a position in Western Midstream Partners in Q1 2018 and held it in 4 quarters.
Lee Financial's Western Midstream Partners position peaked at $390K in Q4 2024.
279 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2025.

Based on Lee Financial's 13F filing for Q1 2025, filed 13 May 2025.