Empowered Funds’s Hess Midstream HESM Stock Holding History

Empowered Funds’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	$2.68M	Buy	+68,989	New	+$2.56M	0.02%	938
2025 Q4	–	Sell	-51,999	Closed	-$1.8M	–	1389
2025 Q3	$1.8M	Sell	51,999 -9,960	-16%	-$395K	0.02%	968
2025 Q2	$2.39M	Sell	61,959 -4,803	-7%	-$183K	0.03%	739
2025 Q1	$2.82M	Sell	66,762 -14,409	-18%	-$588K	0.04%	588
2024 Q4	$3.01M	Buy	81,171 +8,972	+12%	+$323K	0.04%	553
2024 Q3	$2.55M	Buy	72,199 +12,888	+22%	+$473K	0.04%	580
2024 Q2	$2.16M	Sell	59,311 -9,834	-14%	-$347K	0.04%	581
2024 Q1	$2.5M	Buy	69,145 +59,269	+600%	+$2M	0.05%	534
2023 Q4	$312K	Buy	9,876 +2,318	+31%	+$70.9K	0.01%	1104
2023 Q3	$220K	Sell	7,558 -162	-2%	-$4.88K	0.01%	1131
2023 Q2	$237K	Buy	7,720 +165	+2%	+$4.76K	0.01%	1026
2023 Q1	$219K	Sell	7,555 -895	-11%	-$26.1K	0.01%	492
2022 Q4	$253K	Buy	+8,450	New	+$241K	0.04%	412

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