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 23.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Baldwin Wealth Partners's HESM Position: Q2 2025 in Review

Baldwin Wealth Partners sold out of Hess Midstream (HESM) in Q2 2025, closing a stake of 6,000 shares — an estimated $254K sold.

Baldwin Wealth Partners first reported a position in HESM in Q1 2022 and held it in 12 quarters. The position peaked at $254K in Q1 2025. 273 funds tracked by Wall St. Rank hold HESM as of Q2 2025.

Baldwin Wealth Partners reported no remaining Hess Midstream position as of Q2 2025 after selling out during the quarter.
Baldwin Wealth Partners sold 6,000 Hess Midstream shares in Q2 2025, an estimated $254K.
Baldwin Wealth Partners first reported a position in Hess Midstream in Q1 2022 and held it in 12 quarters.
Baldwin Wealth Partners's Hess Midstream position peaked at $254K in Q1 2025.
273 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2025.

Based on Baldwin Wealth Partners's 13F filing for Q2 2025, filed 24 Jul 2025.