Capital Advisors Ltd’s Hess Midstream HESM Stock Holding History

Capital Advisors Ltd’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 Q1	$32K	Hold	817	–	–	﹤0.01%	588
2025 Q4	$28K	Hold	817	–	–	﹤0.01%	597
2025 Q3	$28K	Hold	817	–	–	﹤0.01%	582
2025 Q2	$31K	Hold	817	–	–	﹤0.01%	558
2025 Q1	$35K	Hold	817	–	–	﹤0.01%	522
2024 Q4	$30K	Hold	817	–	–	﹤0.01%	550
2024 Q3	$29K	Hold	817	–	–	﹤0.01%	554
2024 Q2	$30K	Hold	817	–	–	﹤0.01%	534
2024 Q1	$30K	Hold	817	–	–	﹤0.01%	516
2023 Q4	$26K	Hold	817	–	–	﹤0.01%	527
2023 Q3	$24K	Hold	817	–	–	﹤0.01%	522
2023 Q2	$25K	Hold	817	–	–	﹤0.01%	530
2023 Q1	$24K	Hold	817	–	–	﹤0.01%	445
2022 Q4	$24K	Hold	817	–	–	﹤0.01%	445
2022 Q3	$21K	Hold	817	–	–	﹤0.01%	442
2022 Q2	$23K	Hold	817	–	–	﹤0.01%	422
2022 Q1	$25K	Hold	817	–	–	﹤0.01%	426
2021 Q4	$23K	Hold	817	–	–	﹤0.01%	420
2021 Q3	$23K	Hold	817	–	–	﹤0.01%	371
2021 Q2	$21K	Hold	817	–	–	﹤0.01%	362
2021 Q1	$18K	Buy	+817	New	+$17.6K	﹤0.01%	363

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

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 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

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return