Venturi Wealth Management’s Western Midstream Partners WES Stock Holding History

Venturi Wealth Management’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 Q1	–	Sell	-2,934	Closed	-$113K	–	1838
2024 Q4	$113K	Buy	+2,934	New	+$113K	0.01%	721
2019 Q3	–	Sell	-7,625	Closed	-$235K	–	251
2019 Q2	$235K	Hold	7,625	–	–	0.03%	230
2019 Q1	$242K	Buy	+7,625	New	+$242K	0.03%	228

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

Blackstone Inc New York $39B AUM 18.55% 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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Venturi Wealth Management's WES Position: Q1 2025 in Review

Venturi Wealth Management sold out of Western Midstream Partners (WES) in Q1 2025, closing a stake of 2,934 shares — an estimated $113K sold.

Venturi Wealth Management first reported a position in WES in Q1 2019 and held it in 3 quarters. The position peaked at $242K in Q1 2019. 279 funds tracked by Wall St. Rank hold WES as of Q1 2025.

Venturi Wealth Management reported no remaining Western Midstream Partners position as of Q1 2025 after selling out during the quarter.
Venturi Wealth Management sold 2,934 Western Midstream Partners shares in Q1 2025, an estimated $113K.
Venturi Wealth Management first reported a position in Western Midstream Partners in Q1 2019 and held it in 3 quarters.
Venturi Wealth Management's Western Midstream Partners position peaked at $242K in Q1 2019.
279 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.