NewEdge Advisors’s Western Midstream Partners WES Stock Holding History

NewEdge Advisors’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	$3.15M	Buy	71,977 +5,393	+8%	+$232K	0.01%	983
2026 Q1	$2.74M	Buy	66,584 +7,611	+13%	+$315K	0.01%	945
2025 Q4	$2.33M	Buy	58,973 +3,415	+6%	+$132K	0.01%	994
2025 Q3	$2.18M	Sell	55,558 -576	-1%	-$22.5K	0.01%	969
2025 Q2	$2.17M	Buy	+56,134	New	+$2.14M	0.01%	895
2024 Q3	–	Sell	-191	Closed	-$7.59K	–	3955
2024 Q2	$7.59K	Sell	191 -323	-63%	-$11.9K	﹤0.01%	2954
2024 Q1	$18.3K	Sell	514 -279	-35%	-$8.66K	﹤0.01%	2660
2023 Q4	$23.2K	Buy	793 +6	+0.8%	+$168	﹤0.01%	2513
2023 Q3	$21.4K	Sell	787 -17	-2%	-$461	﹤0.01%	2367
2023 Q2	$21.3K	Buy	804 +9	+1%	+$237	﹤0.01%	2368
2023 Q1	$21K	Sell	795 -3,630	-82%	-$97.5K	﹤0.01%	2322
2022 Q4	$82.4K	Buy	+4,425	New	+$119K	﹤0.01%	1517

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 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

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

NewEdge Advisors's WES Position: Q2 2026 in Review

NewEdge Advisors increased its Western Midstream Partners (WES) stake by 8.1% in Q2 2026, buying an estimated $232K and bringing the position to 71,977 shares worth $3.15M. The position accounts for 0.01% of the portfolio, ranked #983.

NewEdge Advisors first reported a position in WES in Q4 2022 and has held it in 12 quarters since. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

NewEdge Advisors held 71,977 shares of Western Midstream Partners worth $3.15M as of Q2 2026.
NewEdge Advisors bought 5,393 Western Midstream Partners shares in Q2 2026, an estimated $232K.
Western Midstream Partners made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #983 holding.
NewEdge Advisors first reported a position in Western Midstream Partners in Q4 2022 and has held it in 12 quarters since.
372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.