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 Q3	$557K	Sell	12,500 -7,850	-39%	-$369K	0.11%	109
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

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

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

AAA

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

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return

ELCO Management New York $213M AUM 25.22% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return

Plan Group Financial's WES Position: Q3 2026 in Review

Plan Group Financial reduced its Western Midstream Partners (WES) stake by 39% in Q3 2026, selling an estimated $369K and leaving 12,500 shares worth $557K. The position accounts for 0.11% of the portfolio, ranked #109.

Plan Group Financial first reported a position in WES in Q4 2025 and has held it in 4 quarters since. The position peaked at $891K in Q2 2026. 81 funds tracked by Wall St. Rank hold WES as of Q3 2026.

Plan Group Financial held 12,500 shares of Western Midstream Partners worth $557K as of Q3 2026.
Plan Group Financial sold 7,850 Western Midstream Partners shares in Q3 2026, an estimated $369K.
Western Midstream Partners made up 0.11% of Plan Group Financial's portfolio in Q3 2026, its #109 holding.
Plan Group Financial first reported a position in Western Midstream Partners in Q4 2025 and has held it in 4 quarters since.
Plan Group Financial's Western Midstream Partners position peaked at $891K in Q2 2026.
81 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.