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BFC Planning, Inc.’s Hess Midstream HESM Stock Holding History

BFC Planning, Inc.’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
Q3 		$1.87K Hold
50
– – ﹤0.01% 3026
2026
Q2 		$1.88K Buy
+50
New +$1.92K ﹤0.01% 3005

Other funds holding HESM

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.47B AUM 23.61% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Epoch Investment Partners
Epoch Investment Partners New York $16.8B AUM 27.12% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

BFC Planning, Inc.'s HESM Position: Q3 2026 in Review

BFC Planning, Inc. held its Hess Midstream (HESM) position steady in Q3 2026 at 50 shares worth $1.87K. The position accounts for ﹤0.01% of the portfolio, ranked #3026.

BFC Planning, Inc. first reported a position in HESM in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.88K in Q2 2026. 212 funds tracked by Wall St. Rank hold HESM as of Q3 2026.

  • BFC Planning, Inc. held 50 shares of Hess Midstream worth $1.87K as of Q3 2026.
  • BFC Planning, Inc. left its Hess Midstream share count unchanged in Q3 2026.
  • Hess Midstream made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #3026 holding.
  • BFC Planning, Inc. first reported a position in Hess Midstream in Q2 2026 and has held it in 2 quarters since.
  • BFC Planning, Inc.'s Hess Midstream position peaked at $1.88K in Q2 2026.
  • 212 funds tracked by Wall St. Rank held Hess Midstream as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.