AFG
HES

Atomi Financial Group’s Hess HES Stock Holding History

Atomi Financial Group’s Portfolio HES Stock Details HES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,782
Closed -$247K – 1191
2025
Q2 		$247K Sell
1,782
-308
-15% -$41.6K 0.01% 928
2025
Q1 		$334K Buy
+2,090
New +$307K 0.02% 713

Other funds holding HES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Atomi Financial Group's HES Position: Q3 2025 in Review

Atomi Financial Group sold out of Hess (HES) in Q3 2025, closing a stake of 1,782 shares — an estimated $247K sold.

Atomi Financial Group first reported a position in HES in Q1 2025 and held it in 2 quarters. The position peaked at $334K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Atomi Financial Group reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Atomi Financial Group sold 1,782 Hess shares in Q3 2025, an estimated $247K.
  • Atomi Financial Group first reported a position in Hess in Q1 2025 and held it in 2 quarters.
  • Atomi Financial Group's Hess position peaked at $334K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Atomi Financial Group's 13F filing for Q3 2025, filed 10 Nov 2025.