Creative Planning
HESM icon

Creative Planning’s Hess Midstream HESM Stock Holding History

Creative Planning’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 		$274K Sell
7,051
-2,235
-24% -$82.8K ﹤0.01% 3487
2025
Q4 		$320K Buy
9,286
+286
+3% +$9.62K ﹤0.01% 3196
2025
Q3 		$311K Buy
9,000
+404
+5% +$16K ﹤0.01% 3110
2025
Q2 		$331K Buy
8,596
+826
+11% +$31.5K ﹤0.01% 2818
2025
Q1 		$329K Buy
7,770
+580
+8% +$23.7K ﹤0.01% 2666
2024
Q4 		$266K Sell
7,190
-200
-3% -$7.2K ﹤0.01% 2763
2024
Q3 		$261K Buy
7,390
+1,815
+33% +$66.6K ﹤0.01% 2644
2024
Q2 		$203K Buy
+5,575
New +$197K ﹤0.01% 2664
2017
Q3 		– Sell
-400
Closed -$8K – 2673
2017
Q2 		$8K Buy
+400
New +$9.55K ﹤0.01% 3748

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