AWM
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Apollon Wealth Management’s Hess Midstream HESM Stock Holding History

Apollon Wealth Management’s Portfolio HESM Stock Details HESM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$447K Buy
11,496
+101
+0.9% +$3.74K 0.01% 911
2025
Q4 		$393K Buy
11,395
+1,822
+19% +$61.3K 0.01% 937
2025
Q3 		$331K Buy
9,573
+265
+3% +$10.5K 0.01% 1015
2025
Q2 		$358K Hold
9,308
– – 0.01% 942
2025
Q1 		$394K Buy
9,308
+1,967
+27% +$80.2K 0.01% 849
2024
Q4 		$272K Hold
7,341
– – 0.01% 981
2024
Q3 		$259K Buy
7,341
+56
+0.8% +$2.05K 0.01% 962
2024
Q2 		$265K Hold
7,285
– – 0.01% 906
2024
Q1 		$263K Hold
7,285
– – 0.01% 918
2023
Q4 		$230K Buy
7,285
+137
+2% +$4.19K 0.01% 947
2023
Q3 		$208K Buy
7,148
+613
+9% +$18.5K 0.01% 825
2023
Q2 		$200K Buy
+6,535
New +$188K 0.01% 873

Other funds holding HESM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return