Summit Securities Group’s Western Midstream Partners WES Stock Holding History

Summit Securities 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
2026 Q1	–	Sell	-4,300	Closed	-$170K	–	1410
2025 Q4	$170K	Sell	4,300 -48,200	-92%	-$1.87M	0.02%	368
2025 Q3	$2.06M	Buy	+52,500	New	+$2.05M	0.43%	56
2023 Q1	–	Sell	-900	Closed	-$24K	–	1341
2022 Q4	$24K	Buy	900 +875	+3,500%	+$23.6K	﹤0.01%	873
2022 Q3	$1K	Sell	25 -675	-96%	-$18K	﹤0.01%	893
2022 Q2	$17K	Buy	+700	New	+$17.9K	﹤0.01%	791
2015 Q4	–	Sell	-35	Closed	-$1K	–	459
2015 Q3	$1K	Buy	+35	New	+$1.87K	﹤0.01%	336
2014 Q3	–	Sell	-1	Closed	–	–	809
2014 Q2	$0	Buy	+1	New	+$52	﹤0.01%	662

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Summit Securities Group's WES Position: Q1 2026 in Review

Summit Securities Group sold out of Western Midstream Partners (WES) in Q1 2026, closing a stake of 4,300 shares — an estimated $170K sold.

Summit Securities Group first reported a position in WES in Q2 2014 and held it in 7 quarters. The position peaked at $2.06M in Q3 2025. 346 funds tracked by Wall St. Rank hold WES as of Q1 2026.

Summit Securities Group reported no remaining Western Midstream Partners position as of Q1 2026 after selling out during the quarter.
Summit Securities Group sold 4,300 Western Midstream Partners shares in Q1 2026, an estimated $170K.
Summit Securities Group first reported a position in Western Midstream Partners in Q2 2014 and held it in 7 quarters.
Summit Securities Group's Western Midstream Partners position peaked at $2.06M in Q3 2025.
346 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.