Steward Partners Investment Advisory’s Western Midstream Partners WES Stock Holding History

Steward Partners Investment Advisory’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	$963K	Buy	22,005 +9,247	+72%	+$398K	﹤0.01%	1312
2026 Q1	$525K	Buy	12,758 +7,352	+136%	+$304K	﹤0.01%	1498
2025 Q4	$214K	Buy	5,406 +557	+11%	+$21.6K	﹤0.01%	1901
2025 Q3	$191K	Hold	4,849	–	–	﹤0.01%	1893
2025 Q2	$188K	Sell	4,849 -139	-3%	-$5.29K	﹤0.01%	1794
2025 Q1	$204K	Buy	4,988 +4,849	+3,488%	+$197K	﹤0.01%	1639
2024 Q4	$5.34K	Hold	139	–	–	﹤0.01%	3337
2024 Q3	$5.32K	Buy	+139	New	+$5.48K	﹤0.01%	3167
2021 Q2	–	Sell	-100	Closed	-$1.86K	–	7429
2021 Q1	$1.86K	Buy	+100	New	+$1.7K	﹤0.01%	3236
2020 Q4	–	Sell	-256	Closed	-$2K	–	3004
2020 Q3	$2K	Buy	+256	New	+$2.31K	﹤0.01%	2611
2019 Q4	–	Sell	-424	Closed	-$10K	–	2756
2019 Q3	$10K	Buy	+424	New	+$11.3K	﹤0.01%	2007
2018 Q4	–	Sell	-200	Closed	-$6K	–	2155
2018 Q3	$6K	Buy	+200	New	+$7.01K	﹤0.01%	2085

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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 New York $150B AUM 40.08% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Steward Partners Investment Advisory's WES Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Western Midstream Partners (WES) stake by 72% in Q2 2026, buying an estimated $398K and bringing the position to 22,005 shares worth $963K. The position accounts for ﹤0.01% of the portfolio, ranked #1312.

Steward Partners Investment Advisory first reported a position in WES in Q3 2018 and has held it in 12 quarters since. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

Steward Partners Investment Advisory held 22,005 shares of Western Midstream Partners worth $963K as of Q2 2026.
Steward Partners Investment Advisory bought 9,247 Western Midstream Partners shares in Q2 2026, an estimated $398K.
Western Midstream Partners made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1312 holding.
Steward Partners Investment Advisory first reported a position in Western Midstream Partners in Q3 2018 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 Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.