KIM
HES

Kestra Investment Management’s Hess HES Stock Holding History

Kestra Investment Management’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
-79
Closed -$12.6K – 678
2025
Q2 		$12.6K Hold
79
– – ﹤0.01% 684
2025
Q1 		$12.6K Sell
79
-1,147
-94% -$169K ﹤0.01% 596
2024
Q4 		$163K Buy
+1,226
New +$171K 0.01% 382

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 $5.54B AUM 27.43% 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 $7.49B AUM 24.82% 1-Year Est. Return

Kestra Investment Management's HES Position: Q3 2025 in Review

Kestra Investment Management sold out of Hess (HES) in Q3 2025, closing a stake of 79 shares — an estimated $12.6K sold.

Kestra Investment Management first reported a position in HES in Q4 2024 and held it in 3 quarters. The position peaked at $163K in Q4 2024. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Kestra Investment Management reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 79 Hess shares in Q3 2025, an estimated $12.6K.
  • Kestra Investment Management first reported a position in Hess in Q4 2024 and held it in 3 quarters.
  • Kestra Investment Management's Hess position peaked at $163K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.