NewEdge Wealth’s Western Midstream Partners WES Stock Holding History

NewEdge 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
2026 Q2	$1.29M	Buy	29,500 +6,048	+26%	+$260K	0.01%	585
2026 Q1	$966K	Buy	23,452 +10,000	+74%	+$414K	0.01%	633
2025 Q4	$531K	Hold	13,452	–	–	0.01%	822
2025 Q3	$515K	Sell	13,452 -3,900	-22%	-$152K	0.01%	742
2025 Q2	$667K	Buy	17,352 +7,352	+74%	+$280K	0.01%	625
2025 Q1	$410K	Buy	+10,000	New	+$407K	0.01%	704
2022 Q3	–	Sell	-12,600	Closed	-$306K	–	607
2022 Q2	$306K	Hold	12,600	–	–	0.01%	461
2022 Q1	$318K	Hold	12,600	–	–	0.01%	357
2021 Q4	$281K	Buy	+12,600	New	+$269K	0.01%	346

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 Wealth's WES Position: Q2 2026 in Review

NewEdge Wealth increased its Western Midstream Partners (WES) stake by 26% in Q2 2026, buying an estimated $260K and bringing the position to 29,500 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #585.

NewEdge Wealth first reported a position in WES in Q4 2021 and has held it in 9 quarters since. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

NewEdge Wealth held 29,500 shares of Western Midstream Partners worth $1.29M as of Q2 2026.
NewEdge Wealth bought 6,048 Western Midstream Partners shares in Q2 2026, an estimated $260K.
Western Midstream Partners made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #585 holding.
NewEdge Wealth first reported a position in Western Midstream Partners in Q4 2021 and has held it in 9 quarters since.
372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.