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Principal Securities’s Western Midstream Partners WES Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-337
Closed -$13.2K – 3479
2025
Q3 		$13.2K Buy
337
+218
+183% +$8.51K ﹤0.01% 2605
2025
Q2 		$4.61K Buy
119
+70
+143% +$2.66K ﹤0.01% 2896
2025
Q1 		$1.88K Hold
49
– – ﹤0.01% 3060
2024
Q4 		$1.88K Hold
49
– – ﹤0.01% 3054
2024
Q3 		$1.88K Sell
49
-58
-54% -$2.29K ﹤0.01% 2971
2024
Q2 		$4.25K Hold
107
– – ﹤0.01% 2694
2024
Q1 		$3.8K Sell
107
-4,722
-98% -$147K ﹤0.01% 2695
2023
Q4 		$141K Buy
+4,829
New +$135K 0.01% 1061

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 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

Principal Securities's WES Position: Q4 2025 in Review

Principal Securities sold out of Western Midstream Partners (WES) in Q4 2025, closing a stake of 337 shares — an estimated $13.2K sold.

Principal Securities first reported a position in WES in Q4 2023 and held it in 8 quarters. The position peaked at $141K in Q4 2023. 329 funds tracked by Wall St. Rank hold WES as of Q4 2025.

  • Principal Securities reported no remaining Western Midstream Partners position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 337 Western Midstream Partners shares in Q4 2025, an estimated $13.2K.
  • Principal Securities first reported a position in Western Midstream Partners in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Western Midstream Partners position peaked at $141K in Q4 2023.
  • 329 funds tracked by Wall St. Rank held Western Midstream Partners as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.