FGA
HES

Fortis Group Advisors’s Hess HES Stock Holding History

Fortis Group 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
-300
Closed -$41.6K – 547
2025
Q2 		$41.6K Hold
300
– – 0.01% 252
2025
Q1 		$47.9K Hold
300
– – 0.01% 215
2024
Q4 		$39.9K Hold
300
– – 0.01% 224
2024
Q3 		$40.7K Hold
300
– – 0.01% 212
2024
Q2 		$44.3K Hold
300
– – 0.01% 210
2024
Q1 		$45.8K Sell
300
-300
-50% -$43.6K 0.01% 228
2023
Q4 		$86.5K Buy
600
+300
+100% +$44K 0.02% 148
2023
Q3 		$45.9K Buy
+300
New +$45.2K 0.01% 145
2020
Q3 		$12K Buy
+300
New +$14.3K ﹤0.01% 272

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

Fortis Group Advisors's HES Position: Q3 2025 in Review

Fortis Group Advisors sold out of Hess (HES) in Q3 2025, closing a stake of 300 shares — an estimated $41.6K sold.

Fortis Group Advisors first reported a position in HES in Q3 2020 and held it in 9 quarters. The position peaked at $86.5K in Q4 2023. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Fortis Group Advisors reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Fortis Group Advisors sold 300 Hess shares in Q3 2025, an estimated $41.6K.
  • Fortis Group Advisors first reported a position in Hess in Q3 2020 and held it in 9 quarters.
  • Fortis Group Advisors's Hess position peaked at $86.5K in Q4 2023.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Fortis Group Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.