EWA
HESM icon

EverSource Wealth Advisors’s Hess Midstream HESM Stock Holding History

EverSource Wealth Advisors’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
Q2 		$5.64K Sell
150
-18
-11% -$692 ﹤0.01% 3229
2026
Q1 		$6.53K Buy
168
+46
+38% +$1.71K ﹤0.01% 3138
2025
Q4 		$4.21K Buy
122
+115
+1,643% +$3.87K ﹤0.01% 3193
2025
Q3 		$242 Buy
+7
New +$278 ﹤0.01% 4075

Other funds holding HESM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EverSource Wealth Advisors's HESM Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Hess Midstream (HESM) stake by 11% in Q2 2026, selling an estimated $692 and leaving 150 shares worth $5.64K. The position accounts for ﹤0.01% of the portfolio, ranked #3229.

EverSource Wealth Advisors first reported a position in HESM in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.53K in Q1 2026. 285 funds tracked by Wall St. Rank hold HESM as of Q2 2026.

  • EverSource Wealth Advisors held 150 shares of Hess Midstream worth $5.64K as of Q2 2026.
  • EverSource Wealth Advisors sold 18 Hess Midstream shares in Q2 2026, an estimated $692.
  • Hess Midstream made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3229 holding.
  • EverSource Wealth Advisors first reported a position in Hess Midstream in Q3 2025 and has held it in 4 quarters since.
  • EverSource Wealth Advisors's Hess Midstream position peaked at $6.53K in Q1 2026.
  • 285 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.