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RE Dickinson Investment Advisors’s Western Midstream Partners WES Stock Holding History

RE Dickinson Investment Advisors’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
2024
Q4 		$83.3K Buy
2,168
+388
+22% +$15K 0.05% 71
2024
Q3 		$68.1K Buy
+1,780
New +$70.1K 0.04% 79

Other funds holding WES

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Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RE Dickinson Investment Advisors's WES Position: Q4 2024 in Review

RE Dickinson Investment Advisors increased its Western Midstream Partners (WES) stake by 22% in Q4 2024, buying an estimated $15K and bringing the position to 2,168 shares worth $83.3K. The position accounts for 0.05% of the portfolio, ranked #71.

RE Dickinson Investment Advisors first reported a position in WES in Q3 2024 and has held it in 2 quarters since. 274 funds tracked by Wall St. Rank hold WES as of Q4 2024.

  • RE Dickinson Investment Advisors held 2,168 shares of Western Midstream Partners worth $83.3K as of Q4 2024.
  • RE Dickinson Investment Advisors bought 388 Western Midstream Partners shares in Q4 2024, an estimated $15K.
  • Western Midstream Partners made up 0.05% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #71 holding.
  • RE Dickinson Investment Advisors first reported a position in Western Midstream Partners in Q3 2024 and has held it in 2 quarters since.
  • 274 funds tracked by Wall St. Rank held Western Midstream Partners as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.