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Prospera Financial Services’s Western Midstream Partners WES Stock Holding History

Prospera Financial Services’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 		$500K Buy
11,420
+355
+3% +$15.3K 0.01% 1036
2026
Q1 		$456K Buy
11,065
+5
+0% +$207 0.01% 1028
2025
Q4 		$437K Buy
11,060
+240
+2% +$9.3K 0.01% 973
2025
Q3 		$425K Sell
10,820
-506
-4% -$19.8K 0.01% 1002
2025
Q2 		$438K Buy
11,326
+2,306
+26% +$87.7K 0.01% 959
2025
Q1 		$369K Sell
9,020
-578
-6% -$23.5K 0.01% 905
2024
Q4 		$369K Buy
9,598
+3,475
+57% +$134K 0.01% 845
2024
Q3 		$234K Hold
6,123
– – 0.01% 1023
2024
Q2 		$243K Buy
+6,123
New +$225K 0.01% 998
2023
Q1 		– Sell
-12,470
Closed -$335K – 1009
2022
Q4 		$335K Buy
+12,470
New +$336K 0.02% 661
2022
Q2 		– Sell
-302
Closed -$8K – 2618
2022
Q1 		$8K Buy
+302
New +$7.45K ﹤0.01% 2143
2020
Q4 		– Sell
-343
Closed -$3K – 1577
2020
Q3 		$3K Buy
+343
New +$3.09K ﹤0.01% 1419

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

Prospera Financial Services's WES Position: Q2 2026 in Review

Prospera Financial Services increased its Western Midstream Partners (WES) stake by 3.2% in Q2 2026, buying an estimated $15.3K and bringing the position to 11,420 shares worth $500K. The position accounts for 0.01% of the portfolio, ranked #1036.

Prospera Financial Services first reported a position in WES in Q3 2020 and has held it in 12 quarters since. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

  • Prospera Financial Services held 11,420 shares of Western Midstream Partners worth $500K as of Q2 2026.
  • Prospera Financial Services bought 355 Western Midstream Partners shares in Q2 2026, an estimated $15.3K.
  • Western Midstream Partners made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1036 holding.
  • Prospera Financial Services first reported a position in Western Midstream Partners in Q3 2020 and has held it in 12 quarters since.
  • 372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.