CAPTRUST FINANCIAL ADVISORS
Position in WES — Western Midstream Partners, LP
CIK 1512024
RALEIGH, NC
Position in WES
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,191,067
+$374,265 QoQ
Shares Held
53,220
+15.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 23.38594513340849.ToString("F0")%
Shared 0.ToString("F0")%
None 76.6140548665915.ToString("F0")%
Common Shares in WES Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $168,040,237 across 30 Oil & Gas Midstream names. WES ranks #11 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRGP |
Targa Resources Corp.
|
102,555 | $25,713,615 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
600,242 | $22,713,157 | |
| 3 | LNG |
Cheniere Energy, Inc.
|
74,060 | $21,015,265 | |
| 4 | ENB |
Enbridge Inc
|
367,670 | $19,905,653 | |
| 5 | ET |
Energy Transfer LP
|
798,230 | $15,405,839 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
433,427 | $14,532,807 | |
| 7 | WMB |
Williams Companies, Inc.
|
185,864 | $13,527,181 | |
| 8 | OKE |
Oneok Inc /New/
|
120,343 | $10,877,803 |
All Filings in WES
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,191,067 | 53,220 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,816,802 | 45,995 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,795,867 | 45,708 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $2,100,558 | 54,278 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,185,052 | 53,346 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,049,395 | 53,328 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,003,140 | 52,356 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,079,349 | 52,337 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,184,298 | 61,443 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,717,627 | 229,584 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,848,432 | 214,779 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $6,237,636 | 235,205 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $250,936 | 9,516 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $246,590 | 9,184 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $230,767 | 9,172 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $197,591 | 8,128 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $100,779 | 3,996 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $181,010 | 8,128 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $170,362 | 8,128 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $174,101 | 8,128 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $95,961 | 5,162 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $71,338 | 5,162 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $10,184 | 1,273 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $128,311 | 12,780 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $56,887 | 17,558 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||