Position in WES
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$2,741,263
+$411,830 QoQ
Shares Held
66,584
+12.9% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
11 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in WES Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026NewEdge Advisors, LLC holds $151,540,206 across 39 Oil & Gas Midstream names. WES ranks #11 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
419,362 | $30,521,166 | |
| 2 | ENB |
Enbridge Inc
|
402,357 | $21,783,607 | |
| 3 | OKE |
Oneok Inc /New/
|
202,714 | $18,323,318 | |
| 4 | ET |
Energy Transfer LP
|
860,407 | $16,605,855 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
379,351 | $12,719,639 | |
| 6 | EPD |
Enterprise Products Partners L.P.
|
302,236 | $11,436,610 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
30,868 | $8,759,103 | |
| 8 | MPLX |
Mplx LP
|
82,799 | $4,725,338 |
All Filings in WES
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,741,263 | 66,584 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $2,329,433 | 58,973 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,182,873 | 55,558 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,172,385 | 56,134 | Shares | Sole | 2025-08-14 | |
| 2024-06-30 | $7,588 | 191 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $18,272 | 514 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $23,203 | 793 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $21,430 | 787 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $21,322 | 804 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $20,964 | 795 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $118,811 | 4,425 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||