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Summit Financial’s Western Midstream Partners WES Stock Holding History

Summit Financial’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 		$4.14M Buy
94,579
+277
+0.3% +$11.9K 0.05% 395
2026
Q1 		$3.88M Buy
94,302
+1
+0% +$41 0.05% 375
2025
Q4 		$3.72M Buy
94,301
+200
+0.2% +$7.75K 0.05% 329
2025
Q3 		$3.7M Buy
94,101
+77
+0.1% +$3.01K 0.06% 321
2025
Q2 		$3.64M Hold
94,024
– – 0.08% 202
2025
Q1 		$3.85M Buy
94,024
+47
+0.1% +$1.91K 0.11% 162
2024
Q4 		$3.61M Buy
93,977
+2,409
+3% +$93K 0.13% 138
2024
Q3 		$3.5M Buy
91,568
+76,594
+512% +$3.02M 0.14% 119
2024
Q2 		$595K Buy
+14,974
New +$551K 0.03% 302
2020
Q2 		– Sell
-11,557
Closed -$37.4K – 45
2020
Q1 		$37.4K Sell
11,557
-7,934
-41% -$109K 0.01% 43
2019
Q4 		$384K Buy
+19,491
New +$404K 0.07% 39
2019
Q3 		– Sell
-21,660
Closed -$666K – 41
2019
Q2 		$666K Sell
21,660
-1,028
-5% -$31.7K 0.11% 30
2019
Q1 		$711K Buy
+22,688
New +$720K 0.12% 27

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 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
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
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

Summit Financial's WES Position: Q2 2026 in Review

Summit Financial increased its Western Midstream Partners (WES) stake by 0.29% in Q2 2026, buying an estimated $11.9K and bringing the position to 94,579 shares worth $4.14M. The position accounts for 0.05% of the portfolio, ranked #395.

Summit Financial first reported a position in WES in Q1 2019 and has held it in 13 quarters since. 371 funds tracked by Wall St. Rank hold WES as of Q2 2026.

  • Summit Financial held 94,579 shares of Western Midstream Partners worth $4.14M as of Q2 2026.
  • Summit Financial bought 277 Western Midstream Partners shares in Q2 2026, an estimated $11.9K.
  • Western Midstream Partners made up 0.05% of Summit Financial's portfolio in Q2 2026, its #395 holding.
  • Summit Financial first reported a position in Western Midstream Partners in Q1 2019 and has held it in 13 quarters since.
  • 371 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.