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Sound Income Strategies’s Western Midstream Partners WES Stock Holding History

Sound Income Strategies’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 		– Sell
-1,167
Closed -$47.6K – 2381
2026
Q1 		$47.6K Buy
1,167
+3
+0.3% +$124 ﹤0.01% 835
2025
Q4 		$48.5K Buy
1,164
+146
+14% +$5.66K ﹤0.01% 801
2025
Q3 		$39K Buy
1,018
+3
+0.3% +$117 ﹤0.01% 622
2025
Q2 		$39.3K Buy
+1,015
New +$38.6K ﹤0.01% 582

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Sound Income Strategies's WES Position: Q2 2026 in Review

Sound Income Strategies sold out of Western Midstream Partners (WES) in Q2 2026, closing a stake of 1,167 shares — an estimated $47.6K sold.

Sound Income Strategies first reported a position in WES in Q2 2025 and held it in 4 quarters. The position peaked at $48.5K in Q4 2025. 307 funds tracked by Wall St. Rank hold WES as of Q2 2026.

  • Sound Income Strategies reported no remaining Western Midstream Partners position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 1,167 Western Midstream Partners shares in Q2 2026, an estimated $47.6K.
  • Sound Income Strategies first reported a position in Western Midstream Partners in Q2 2025 and held it in 4 quarters.
  • Sound Income Strategies's Western Midstream Partners position peaked at $48.5K in Q4 2025.
  • 307 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.