Avidian Wealth Enterprises
HESM icon

Avidian Wealth Enterprises’s Hess Midstream HESM Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$280K Sell
7,482
-4,339
-37% -$172K 0.01% 630
2026
Q2 		$444K Buy
+11,821
New +$454K 0.01% 500
2025
Q2 		– Sell
-7,943
Closed -$336K – 563
2025
Q1 		$336K Buy
7,943
+1,075
+16% +$43.9K 0.02% 388
2024
Q4 		$254K Sell
6,868
-2,256
-25% -$81.2K 0.01% 435
2024
Q3 		$322K Buy
+9,124
New +$335K 0.01% 386

Other funds holding HESM

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Fractal Investments
Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return
Eagle Global Advisors
Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Avidian Wealth Enterprises's HESM Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Hess Midstream (HESM) stake by 37% in Q3 2026, selling an estimated $172K and leaving 7,482 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #630.

Avidian Wealth Enterprises first reported a position in HESM in Q3 2024 and has held it in 5 quarters since. The position peaked at $444K in Q2 2026. 113 funds tracked by Wall St. Rank hold HESM as of Q3 2026.

  • Avidian Wealth Enterprises held 7,482 shares of Hess Midstream worth $280K as of Q3 2026.
  • Avidian Wealth Enterprises sold 4,339 Hess Midstream shares in Q3 2026, an estimated $172K.
  • Hess Midstream made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #630 holding.
  • Avidian Wealth Enterprises first reported a position in Hess Midstream in Q3 2024 and has held it in 5 quarters since.
  • Avidian Wealth Enterprises's Hess Midstream position peaked at $444K in Q2 2026.
  • 113 funds tracked by Wall St. Rank held Hess Midstream as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.