PDS Planning’s Western Midstream Partners WES Stock Holding History

PDS 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 Q2	$315K	Buy	+7,200	New	+$310K	0.02%	414

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

PDS Planning's WES Position: Q2 2026 in Review

PDS Planning opened a new position in Western Midstream Partners (WES) in Q2 2026: 7,200 shares worth $315K. The stake represents 0.02% of the portfolio and ranks #414 among its holdings.

371 funds tracked by Wall St. Rank hold WES as of Q2 2026.

PDS Planning held 7,200 shares of Western Midstream Partners worth $315K as of Q2 2026.
Western Midstream Partners was a new PDS Planning position in Q2 2026.
Western Midstream Partners made up 0.02% of PDS Planning's portfolio in Q2 2026, its #414 holding.
371 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.