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 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 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Blackstone Inc New York $25.6B AUM 26.83% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

NewEdge Advisors's WES Position: Q1 2026 in Review

NewEdge Advisors increased its Western Midstream Partners (WES) stake by 13% in Q1 2026, buying an estimated $315K and bringing the position to 66,584 shares worth $2.74M. The position accounts for 0.01% of the portfolio, ranked #945.

NewEdge Advisors first reported a position in WES in Q4 2022 and has held it in 11 quarters since. 346 funds tracked by Wall St. Rank hold WES as of Q1 2026.

NewEdge Advisors held 66,584 shares of Western Midstream Partners worth $2.74M as of Q1 2026.
NewEdge Advisors bought 7,611 Western Midstream Partners shares in Q1 2026, an estimated $315K.
Western Midstream Partners made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #945 holding.
NewEdge Advisors first reported a position in Western Midstream Partners in Q4 2022 and has held it in 11 quarters since.
346 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.