NewSquare Capital’s Western Midstream Partners WES Stock Holding History

NewSquare Capital’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	-715	Closed	-$27.7K	–	1232
2025 Q2	$27.7K	Sell	715 -35	-5%	-$1.33K	﹤0.01%	415
2025 Q1	$30.7K	Buy	+750	New	+$30.5K	﹤0.01%	290

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 $39B AUM 18.55% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 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 $2.79B AUM 24.88% 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

NewSquare Capital's WES Position: Q3 2025 in Review

NewSquare Capital sold out of Western Midstream Partners (WES) in Q3 2025, closing a stake of 715 shares — an estimated $27.7K sold.

NewSquare Capital first reported a position in WES in Q1 2025 and held it in 2 quarters. The position peaked at $30.7K in Q1 2025. 288 funds tracked by Wall St. Rank hold WES as of Q3 2025.

NewSquare Capital reported no remaining Western Midstream Partners position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 715 Western Midstream Partners shares in Q3 2025, an estimated $27.7K.
NewSquare Capital first reported a position in Western Midstream Partners in Q1 2025 and held it in 2 quarters.
NewSquare Capital's Western Midstream Partners position peaked at $30.7K in Q1 2025.
288 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.