Avantax Advisory Services’s Hess Midstream HESM Stock Holding History

Avantax Advisory Services’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
2025 Q2	$204K	Sell	5,290 -116	-2%	-$4.42K	﹤0.01%	2193
2025 Q1	$229K	Buy	+5,406	New	+$221K	﹤0.01%	2017

Other funds holding HESM

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

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

EGA

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

Avantax Advisory Services's HESM Position: Q2 2025 in Review

Avantax Advisory Services reduced its Hess Midstream (HESM) stake by 2.1% in Q2 2025, selling an estimated $4.42K and leaving 5,290 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #2193.

Avantax Advisory Services first reported a position in HESM in Q1 2025 and has held it in 2 quarters since. The position peaked at $229K in Q1 2025. 273 funds tracked by Wall St. Rank hold HESM as of Q2 2025.

Avantax Advisory Services held 5,290 shares of Hess Midstream worth $204K as of Q2 2025.
Avantax Advisory Services sold 116 Hess Midstream shares in Q2 2025, an estimated $4.42K.
Hess Midstream made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2193 holding.
Avantax Advisory Services first reported a position in Hess Midstream in Q1 2025 and has held it in 2 quarters since.
Avantax Advisory Services's Hess Midstream position peaked at $229K in Q1 2025.
273 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.