Position in WES
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$2,982,725
+$143,426 QoQ
Shares Held
72,449
+0.8% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WES Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026D.A. DAVIDSON & CO. holds $99,714,818 across 15 Oil & Gas Midstream names. WES ranks #9 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
658,241 | $22,070,820 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
476,594 | $18,034,316 | |
| 3 | OKE |
Oneok Inc /New/
|
176,948 | $15,994,329 | |
| 4 | ENB |
Enbridge Inc
|
184,328 | $9,979,517 | |
| 5 | ET |
Energy Transfer LP
|
397,089 | $7,663,817 | |
| 6 | WMB |
Williams Companies, Inc.
|
91,435 | $6,654,639 | |
| 7 | TRGP |
Targa Resources Corp.
|
25,427 | $6,375,311 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
12,673 | $3,596,090 |
All Filings in WES
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,982,725 | 72,449 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,839,299 | 71,881 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,846,639 | 72,452 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,633,302 | 68,044 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,379,735 | 58,099 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,856,399 | 48,306 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,710,375 | 44,704 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,366,116 | 34,385 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $769,230 | 21,638 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $757,863 | 25,901 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $710,675 | 26,099 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $693,630 | 26,155 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $676,311 | 25,647 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $630,169 | 23,470 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $470,114 | 18,685 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $452,117 | 18,598 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||