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Avion Wealth’s Hess Midstream HESM Stock Holding History

Avion Wealth’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 		– Sell
-100
Closed -$3K – 1352
2025
Q1 		$3K Hold
100
– – ﹤0.01% 639
2024
Q4 		$3K Hold
100
– – ﹤0.01% 637
2024
Q3 		$3K Hold
100
– – ﹤0.01% 611
2024
Q2 		$3K Sell
100
-2,900
-97% -$102K ﹤0.01% 559
2024
Q1 		$109K Buy
+3,000
New +$101K 0.03% 111
2023
Q4 		– Sell
-2,500
Closed -$72K – 1189
2023
Q3 		$72K Buy
2,500
+1,000
+67% +$30.2K 0.02% 126
2023
Q2 		$46K Buy
+1,500
New +$43.3K 0.01% 167

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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B 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
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 $2.01B AUM 30.38% 1-Year Est. Return