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Longfellow Investment Management’s Western Midstream Partners WES Stock Holding History

Longfellow Investment 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 		$40M Hold
914,525
– – 8.18% 2
2026
Q1 		$37.7M Sell
914,525
-174,994
-16% -$7.24M 7.85% 3
2025
Q4 		$43M Buy
1,089,519
+103,801
+11% +$4.02M 9.71% 3
2025
Q3 		$38.7M Hold
985,718
– – 9.18% 2
2025
Q2 		$38.1M Hold
985,718
– – 9.44% 3
2025
Q1 		$40.4M Buy
985,718
+468,303
+91% +$19.1M 9.85% 3
2024
Q4 		$19.9M Buy
517,415
+104,201
+25% +$4.02M 5.11% 5
2024
Q3 		$15.8M Hold
413,214
– – 3.96% 5
2024
Q2 		$16.4M Sell
413,214
-111,491
-21% -$4.1M 4.12% 5
2024
Q1 		$18.7M Hold
524,705
– – 4.22% 5
2023
Q4 		$15.4M Hold
524,705
– – 3.79% 5
2023
Q3 		$14.3M Buy
524,705
+10,018
+2% +$272K 3.78% 5
2023
Q2 		$13.6M Buy
514,687
+75,927
+17% +$2M 3.13% 6
2023
Q1 		$11.6M Hold
438,760
– – 2.65% 8
2022
Q4 		$11.8M Hold
438,760
– – 2.67% 7
2022
Q3 		$11M Hold
438,760
– – 2.26% 7
2022
Q2 		$10.7M Buy
+438,760
New +$11.2M 2.3% 8

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 $32.9B AUM 23.66% 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 $2.78B AUM 20.87% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Longfellow Investment Management's WES Position: Q2 2026 in Review

Longfellow Investment Management held its Western Midstream Partners (WES) position steady in Q2 2026 at 914,525 shares worth $40M. The position accounts for 8.18% of the portfolio, ranked #2.

Longfellow Investment Management first reported a position in WES in Q2 2022 and has held it in 17 quarters since. The position peaked at $43M in Q4 2025. 371 funds tracked by Wall St. Rank hold WES as of Q2 2026.

  • Longfellow Investment Management held 914,525 shares of Western Midstream Partners worth $40M as of Q2 2026.
  • Longfellow Investment Management left its Western Midstream Partners share count unchanged in Q2 2026.
  • Western Midstream Partners made up 8.18% of Longfellow Investment Management's portfolio in Q2 2026, its #2 holding.
  • Longfellow Investment Management first reported a position in Western Midstream Partners in Q2 2022 and has held it in 17 quarters since.
  • Longfellow Investment Management's Western Midstream Partners position peaked at $43M in Q4 2025.
  • 371 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Longfellow Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.