Next Level Wealth Planning’s Western Midstream Partners WES Stock Holding History

Next Level Wealth Planning’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 Q3	$1.15K	Buy	+26	New	+$1.22K	﹤0.01%	486

Other funds holding WES

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Next Level Wealth Planning's WES Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Western Midstream Partners (WES) in Q3 2026: 26 shares worth $1.15K. The stake represents ﹤0.01% of the portfolio and ranks #486 among its holdings.

169 funds tracked by Wall St. Rank hold WES as of Q3 2026.

Next Level Wealth Planning held 26 shares of Western Midstream Partners worth $1.15K as of Q3 2026.
Western Midstream Partners was a new Next Level Wealth Planning position in Q3 2026.
Western Midstream Partners made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #486 holding.
169 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.