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

Morningstar 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
2025 Q3	–	Sell	-13,301	Closed	-$515K	–	531
2025 Q2	$515K	Hold	13,301	–	–	0.05%	114
2025 Q1	$545K	Sell	13,301 -14,705	-53%	-$599K	0.05%	61
2024 Q4	$1.08M	Sell	28,006 -12,102	-30%	-$467K	0.08%	66
2024 Q3	$1.58M	Buy	+40,108	New	+$1.58M	0.16%	60

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 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 $5.22B AUM 17.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morningstar Investment Management's WES Position: Q3 2025 in Review

Morningstar Investment Management sold out of Western Midstream Partners (WES) in Q3 2025, closing a stake of 13,301 shares — an estimated $515K sold.

Morningstar Investment Management first reported a position in WES in Q3 2024 and held it in 4 quarters. The position peaked at $1.58M in Q3 2024. 288 funds tracked by Wall St. Rank hold WES as of Q3 2025.

Morningstar Investment Management reported no remaining Western Midstream Partners position as of Q3 2025 after selling out during the quarter.
Morningstar Investment Management sold 13,301 Western Midstream Partners shares in Q3 2025, an estimated $515K.
Morningstar Investment Management first reported a position in Western Midstream Partners in Q3 2024 and held it in 4 quarters.
Morningstar Investment Management's Western Midstream Partners position peaked at $1.58M in Q3 2024.
288 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2025.

Based on Morningstar Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.