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Kestra Private Wealth Services’s Hess HES Stock Holding History

Kestra Private Wealth Services’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
-23,282
Closed -$3.23M – 1711
2025
Q2 		$3.23M Buy
23,282
+1,190
+5% +$161K 0.05% 379
2025
Q1 		$3.53M Buy
22,092
+2,857
+15% +$420K 0.06% 326
2024
Q4 		$2.56M Buy
19,235
+4,891
+34% +$683K 0.04% 371
2024
Q3 		$1.95M Buy
14,344
+1,813
+14% +$252K 0.04% 424
2024
Q2 		$1.85M Sell
12,531
-175
-1% -$26.8K 0.04% 411
2024
Q1 		$1.94M Sell
12,706
-1,637
-11% -$238K 0.04% 376
2023
Q4 		$2.07M Sell
14,343
-574
-4% -$84.1K 0.05% 338
2023
Q3 		$2.28M Sell
14,917
-364
-2% -$54.8K 0.07% 282
2023
Q2 		$2.08M Sell
15,281
-140
-0.9% -$19.2K 0.07% 291
2023
Q1 		$2.04M Buy
15,421
+1,931
+14% +$269K 0.08% 268
2022
Q4 		$1.91M Buy
13,490
+9,228
+217% +$1.27M 0.1% 239
2022
Q3 		$465K Sell
4,262
-8
-0.2% -$887 0.03% 514
2022
Q2 		$452K Sell
4,270
-327
-7% -$37K 0.03% 535
2022
Q1 		$492K Buy
+4,597
New +$436K 0.02% 584

Other funds holding HES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $164B AUM 112.45% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Kestra Private Wealth Services's HES Position: Q3 2025 in Review

Kestra Private Wealth Services sold out of Hess (HES) in Q3 2025, closing a stake of 23,282 shares — an estimated $3.23M sold.

Kestra Private Wealth Services first reported a position in HES in Q1 2022 and held it in 14 quarters. The position peaked at $3.53M in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Kestra Private Wealth Services reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 23,282 Hess shares in Q3 2025, an estimated $3.23M.
  • Kestra Private Wealth Services first reported a position in Hess in Q1 2022 and held it in 14 quarters.
  • Kestra Private Wealth Services's Hess position peaked at $3.53M in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Kestra Private Wealth Services's 13F filing for Q3 2025, filed 17 Nov 2025.