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Plan Group Financial’s Western Midstream Partners WES Stock Holding History

Plan Group Financial’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 		$891K Buy
20,350
+2,220
+12% +$95.6K 0.18% 97
2026
Q1 		$746K Buy
18,130
+7,630
+73% +$316K 0.18% 107
2025
Q4 		$415K Buy
+10,500
New +$407K 0.11% 129

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Goldman Sachs
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
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

Plan Group Financial's WES Position: Q2 2026 in Review

Plan Group Financial increased its Western Midstream Partners (WES) stake by 12% in Q2 2026, buying an estimated $95.6K and bringing the position to 20,350 shares worth $891K. The position accounts for 0.18% of the portfolio, ranked #97.

Plan Group Financial first reported a position in WES in Q4 2025 and has held it in 3 quarters since. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

  • Plan Group Financial held 20,350 shares of Western Midstream Partners worth $891K as of Q2 2026.
  • Plan Group Financial bought 2,220 Western Midstream Partners shares in Q2 2026, an estimated $95.6K.
  • Western Midstream Partners made up 0.18% of Plan Group Financial's portfolio in Q2 2026, its #97 holding.
  • Plan Group Financial first reported a position in Western Midstream Partners in Q4 2025 and has held it in 3 quarters since.
  • 372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.