LCWM
WES icon

Legacy Capital Wealth Management’s Western Midstream Partners WES Stock Holding History

Legacy Capital Wealth Management’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 		$209K Buy
+4,775
New +$206K 0.1% 76
2024
Q4 		$1.46M Buy
+38,035
New +$1.47M 1.45% 25

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Goldman Sachs
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
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

Legacy Capital Wealth Management's WES Position: Q2 2026 in Review

Legacy Capital Wealth Management opened a new position in Western Midstream Partners (WES) in Q2 2026: 4,775 shares worth $209K. The stake represents 0.1% of the portfolio and ranks #76 among its holdings. This is a return to the name: Legacy Capital Wealth Management previously reported a position in WES as recently as Q4 2024.

Legacy Capital Wealth Management first reported a position in WES in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.46M in Q4 2024. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

  • Legacy Capital Wealth Management held 4,775 shares of Western Midstream Partners worth $209K as of Q2 2026.
  • Western Midstream Partners was a new Legacy Capital Wealth Management position in Q2 2026.
  • Western Midstream Partners made up 0.1% of Legacy Capital Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Legacy Capital Wealth Management first reported a position in Western Midstream Partners in Q4 2024 and has held it in 2 quarters since.
  • Legacy Capital Wealth Management's Western Midstream Partners position peaked at $1.46M in Q4 2024.
  • 372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Legacy Capital Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.