Planning Strategies’s Western Midstream Partners WES Stock Holding History

Planning Strategies’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	$138K	Buy	+3,163	New	+$136K	0.09%	89

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

Planning Strategies's WES Position: Q2 2026 in Review

Planning Strategies opened a new position in Western Midstream Partners (WES) in Q2 2026: 3,163 shares worth $138K. The stake represents 0.09% of the portfolio and ranks #89 among its holdings.

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

Planning Strategies held 3,163 shares of Western Midstream Partners worth $138K as of Q2 2026.
Western Midstream Partners was a new Planning Strategies position in Q2 2026.
Western Midstream Partners made up 0.09% of Planning Strategies's portfolio in Q2 2026, its #89 holding.
350 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.