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Strategic Wealth Partners’s Western Midstream Partners WES Stock Holding History

Strategic Wealth Partners’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 		– Sell
-1,591
Closed -$61.6K – 1389
2025
Q2 		$61.6K Buy
+1,591
New +$60.5K ﹤0.01% 462

Other funds holding WES

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Strategic Wealth Partners's WES Position: Q3 2025 in Review

Strategic Wealth Partners sold out of Western Midstream Partners (WES) in Q3 2025, closing a stake of 1,591 shares — an estimated $61.6K sold.

Strategic Wealth Partners first reported a position in WES in Q2 2025 and held it in 1 quarter. The position peaked at $61.6K in Q2 2025. 288 funds tracked by Wall St. Rank hold WES as of Q3 2025.

  • Strategic Wealth Partners reported no remaining Western Midstream Partners position as of Q3 2025 after selling out during the quarter.
  • Strategic Wealth Partners sold 1,591 Western Midstream Partners shares in Q3 2025, an estimated $61.6K.
  • Strategic Wealth Partners first reported a position in Western Midstream Partners in Q2 2025 and held it in 1 quarter.
  • Strategic Wealth Partners's Western Midstream Partners position peaked at $61.6K in Q2 2025.
  • 288 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2025.

Based on Strategic Wealth Partners's 13F filing for Q3 2025, filed 14 Nov 2025.