Baldwin Wealth Partners’s Hess Midstream HESM Stock Holding History

Baldwin Wealth Partners’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	-6,000	Closed	-$254K	–	226
2025 Q1	$254K	Buy	+6,000	New	+$245K	0.02%	193
2024 Q4	–	Sell	-4,000	Closed	-$141K	–	576
2024 Q3	$141K	Hold	4,000	–	–	0.01%	371
2024 Q2	$146K	Hold	4,000	–	–	0.01%	227
2024 Q1	$145K	Hold	4,000	–	–	0.01%	238
2023 Q4	$127K	Hold	4,000	–	–	0.01%	254
2023 Q3	$117K	Hold	4,000	–	–	0.01%	283
2023 Q2	$123K	Hold	4,000	–	–	0.01%	294
2023 Q1	$116K	Hold	4,000	–	–	0.01%	308
2022 Q4	$120K	Hold	4,000	–	–	0.01%	291
2022 Q3	$102K	Hold	4,000	–	–	0.01%	238
2022 Q2	$112K	Hold	4,000	–	–	0.01%	242
2022 Q1	$120K	Buy	+4,000	New	+$121K	0.01%	255

Other funds holding HESM

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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 $24.2B AUM 26.83% 1-Year Est. Return

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

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

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

NXG Investment Management Dallas, Texas $2.01B AUM 30.38% 1-Year Est. Return