Susquehanna Fundamental Investments’s Western Midstream Partners WES Stock Holding History

Susquehanna Fundamental Investments’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 Q2	–	Sell	-9,997	Closed	-$409K	–	1031
2025 Q1	$409K	Buy	9,997 +931	+10%	+$37.9K	0.01%	888
2024 Q4	$348K	Buy	+9,066	New	+$350K	0.01%	914
2023 Q3	–	Sell	-23,311	Closed	-$618K	–	600
2023 Q2	$618K	Sell	23,311 -94,603	-80%	-$2.49M	0.02%	408
2023 Q1	$3.11M	Sell	117,914 -53,483	-31%	-$1.44M	0.07%	293
2022 Q4	$4.6M	Sell	171,397 -35,992	-17%	-$971K	0.08%	316
2022 Q3	$5.22M	Buy	+207,389	New	+$5.54M	0.09%	316
2022 Q1	$2M	Buy	+79,185	New	+$1.95M	0.04%	583
2019 Q2	–	Sell	-30,805	Closed	-$966K	–	419
2019 Q1	$966K	Buy	+30,805	New	+$978K	0.11%	222

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

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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KACA

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Susquehanna Fundamental Investments's WES Position: Q2 2025 in Review

Susquehanna Fundamental Investments sold out of Western Midstream Partners (WES) in Q2 2025, closing a stake of 9,997 shares — an estimated $409K sold.

Susquehanna Fundamental Investments first reported a position in WES in Q1 2019 and held it in 8 quarters. The position peaked at $5.22M in Q3 2022. 281 funds tracked by Wall St. Rank hold WES as of Q2 2025.

Susquehanna Fundamental Investments reported no remaining Western Midstream Partners position as of Q2 2025 after selling out during the quarter.
Susquehanna Fundamental Investments sold 9,997 Western Midstream Partners shares in Q2 2025, an estimated $409K.
Susquehanna Fundamental Investments first reported a position in Western Midstream Partners in Q1 2019 and held it in 8 quarters.
Susquehanna Fundamental Investments's Western Midstream Partners position peaked at $5.22M in Q3 2022.
281 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2025.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2025, filed 14 Aug 2025.