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Sonora Investment Management Group’s Western Midstream Partners WES Stock Holding History

Sonora Investment Management Group’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
Q3 		$393K Buy
10,000
+1,500
+18% +$58.5K 0.03% 195
2025
Q2 		$329K Buy
8,500
+3,500
+70% +$133K 0.02% 213
2025
Q1 		$205K Buy
+5,000
New +$204K 0.02% 270

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
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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sonora Investment Management Group's WES Position: Q3 2025 in Review

Sonora Investment Management Group increased its Western Midstream Partners (WES) stake by 18% in Q3 2025, buying an estimated $58.5K and bringing the position to 10,000 shares worth $393K. The position accounts for 0.03% of the portfolio, ranked #195.

Sonora Investment Management Group first reported a position in WES in Q1 2025 and has held it in 3 quarters since. 288 funds tracked by Wall St. Rank hold WES as of Q3 2025.

  • Sonora Investment Management Group held 10,000 shares of Western Midstream Partners worth $393K as of Q3 2025.
  • Sonora Investment Management Group bought 1,500 Western Midstream Partners shares in Q3 2025, an estimated $58.5K.
  • Western Midstream Partners made up 0.03% of Sonora Investment Management Group's portfolio in Q3 2025, its #195 holding.
  • Sonora Investment Management Group first reported a position in Western Midstream Partners in Q1 2025 and has held it in 3 quarters since.
  • 288 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.