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PFG Investments’s Western Midstream Partners WES Stock Holding History

PFG Investments’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 		$1.32M Buy
32,110
+5,153
+19% +$213K 0.06% 286
2025
Q4 		$1.06M Sell
26,957
-15,898
-37% -$616K 0.05% 329
2025
Q3 		$1.68M Buy
42,855
+2,561
+6% +$100K 0.09% 217
2025
Q2 		$1.56M Buy
40,294
+931
+2% +$35.4K 0.09% 207
2025
Q1 		$1.61M Buy
39,363
+5,939
+18% +$242K 0.1% 198
2024
Q4 		$1.28M Buy
33,424
+540
+2% +$20.8K 0.08% 232
2024
Q3 		$1.26M Buy
32,884
+6,640
+25% +$262K 0.08% 242
2024
Q2 		$1.04M Buy
+26,244
New +$966K 0.07% 254

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.83B AUM 15.14% 1-Year Est. Return
Morgan Stanley
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