Raymond James Financial
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Raymond James Financial’s Western Midstream Partners WES Stock Holding History

Raymond James 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
Q1 		$22.9M Sell
555,727
-7,358
-1% -$304K 0.01% 1368
2025
Q4 		$22.2M Sell
563,085
-3,998
-0.7% -$155K 0.01% 1368
2025
Q3 		$22.3M Buy
567,083
+33,583
+6% +$1.31M 0.01% 1340
2025
Q2 		$20.6M Buy
533,500
+23,763
+5% +$904K 0.01% 1351
2025
Q1 		$20.9M Buy
509,737
+13,269
+3% +$540K 0.01% 1272
2024
Q4 		$19.1M Buy
+496,468
New +$19.2M 0.01% 1353

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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 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

Raymond James Financial's WES Position: Q1 2026 in Review

Raymond James Financial reduced its Western Midstream Partners (WES) stake by 1.3% in Q1 2026, selling an estimated $304K and leaving 555,727 shares worth $22.9M. The position accounts for 0.01% of the portfolio, ranked #1368.

Raymond James Financial first reported a position in WES in Q4 2024 and has held it in 6 quarters since. 346 funds tracked by Wall St. Rank hold WES as of Q1 2026.

  • Raymond James Financial held 555,727 shares of Western Midstream Partners worth $22.9M as of Q1 2026.
  • Raymond James Financial sold 7,358 Western Midstream Partners shares in Q1 2026, an estimated $304K.
  • Western Midstream Partners made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1368 holding.
  • Raymond James Financial first reported a position in Western Midstream Partners in Q4 2024 and has held it in 6 quarters since.
  • 346 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.