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 Q2	$328K	Buy	+7,500	New	+$323K	0.03%	217
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 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 $32.9B AUM 23.66% 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 $2.78B 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 Securities Group's WES Position: Q2 2026 in Review

Summit Securities Group opened a new position in Western Midstream Partners (WES) in Q2 2026: 7,500 shares worth $328K. The stake represents 0.03% of the portfolio and ranks #217 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in WES as recently as Q4 2025.

Summit Securities Group first reported a position in WES in Q2 2014 and has held it in 8 quarters since. The position peaked at $2.06M in Q3 2025. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

Summit Securities Group held 7,500 shares of Western Midstream Partners worth $328K as of Q2 2026.
Western Midstream Partners was a new Summit Securities Group position in Q2 2026.
Western Midstream Partners made up 0.03% of Summit Securities Group's portfolio in Q2 2026, its #217 holding.
Summit Securities Group first reported a position in Western Midstream Partners in Q2 2014 and has held it in 8 quarters since.
Summit Securities Group's Western Midstream Partners position peaked at $2.06M in Q3 2025.
372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.