Maia Wealth’s Western Midstream Partners WES Stock Holding History

Maia Wealth’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	-50	Closed	-$1.92K	–	353
2024 Q4	$1.92K	Buy	+50	New	+$1.93K	﹤0.01%	319

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 $32.9B AUM 23.66% 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 $2.78B AUM 20.87% 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

Maia Wealth's WES Position: Q1 2025 in Review

Maia Wealth sold out of Western Midstream Partners (WES) in Q1 2025, closing a stake of 50 shares — an estimated $1.92K sold.

Maia Wealth first reported a position in WES in Q4 2024 and held it in 1 quarter. The position peaked at $1.92K in Q4 2024. 279 funds tracked by Wall St. Rank hold WES as of Q1 2025.

Maia Wealth reported no remaining Western Midstream Partners position as of Q1 2025 after selling out during the quarter.
Maia Wealth sold 50 Western Midstream Partners shares in Q1 2025, an estimated $1.92K.
Maia Wealth first reported a position in Western Midstream Partners in Q4 2024 and held it in 1 quarter.
Maia Wealth's Western Midstream Partners position peaked at $1.92K in Q4 2024.
279 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2025.

Based on Maia Wealth's 13F filing for Q1 2025, filed 12 May 2025.