Kesler Norman & Wride’s Hess Midstream HESM Stock Holding History

Kesler Norman & Wride’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
2025 Q4	–	Sell	-22,906	Closed	-$848K	–	246
2025 Q3	$848K	Sell	22,906 -3,601	-14%	-$143K	0.17%	117
2025 Q2	$1.02M	Buy	26,507 +241	+0.9%	+$9.18K	0.18%	119
2025 Q1	$1.11M	Buy	26,266 +3,360	+15%	+$137K	0.21%	101
2024 Q4	$848K	Buy	22,906 +8,412	+58%	+$303K	0.18%	112
2024 Q3	$511K	Buy	+14,494	New	+$532K	0.1%	165

Other funds holding HESM

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Kesler Norman & Wride's HESM Position: Q4 2025 in Review

Kesler Norman & Wride sold out of Hess Midstream (HESM) in Q4 2025, closing a stake of 22,906 shares — an estimated $848K sold.

Kesler Norman & Wride first reported a position in HESM in Q3 2024 and held it in 5 quarters. The position peaked at $1.11M in Q1 2025. 268 funds tracked by Wall St. Rank hold HESM as of Q4 2025.

Kesler Norman & Wride reported no remaining Hess Midstream position as of Q4 2025 after selling out during the quarter.
Kesler Norman & Wride sold 22,906 Hess Midstream shares in Q4 2025, an estimated $848K.
Kesler Norman & Wride first reported a position in Hess Midstream in Q3 2024 and held it in 5 quarters.
Kesler Norman & Wride's Hess Midstream position peaked at $1.11M in Q1 2025.
268 funds tracked by Wall St. Rank held Hess Midstream as of Q4 2025.

Based on Kesler Norman & Wride's 13F filing for Q4 2025, filed 10 Feb 2026.