EWA
HES

EverSource Wealth Advisors’s Hess HES Stock Holding History

EverSource Wealth Advisors’s Portfolio HES Stock Details HES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,874
Closed -$260K – 4392
2025
Q2 		$260K Buy
1,874
+818
+77% +$110K 0.01% 741
2025
Q1 		$169K Buy
1,056
+258
+32% +$37.9K 0.01% 719
2024
Q4 		$106K Buy
798
+132
+20% +$18.4K 0.01% 884
2024
Q3 		$90.4K Sell
666
-5
-0.7% -$696 0.01% 832
2024
Q2 		$103K Buy
671
+398
+146% +$61K 0.01% 786
2024
Q1 		$43K Buy
273
+88
+48% +$12.8K ﹤0.01% 1043
2023
Q4 		$26.7K Buy
185
+46
+33% +$6.74K ﹤0.01% 1122
2023
Q3 		$21.3K Sell
139
-201
-59% -$30.3K ﹤0.01% 1101
2023
Q2 		$46.2K Sell
340
-67
-16% -$9.17K 0.01% 870
2023
Q1 		$53.9K Sell
407
-22
-5% -$3.06K 0.01% 772
2022
Q4 		$60.8K Sell
429
-93
-18% -$12.8K 0.01% 685
2022
Q3 		$57K Sell
522
-56
-10% -$6.21K 0.01% 602
2022
Q2 		$61K Sell
578
-79
-12% -$8.94K 0.02% 552
2022
Q1 		$70K Buy
657
+558
+564% +$52.9K 0.02% 408
2021
Q4 		$7K Buy
+99
New +$8.03K ﹤0.01% 1107

Other funds holding HES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return