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Kestra Private Wealth Services’s Hess Midstream HESM Stock Holding History

Kestra Private Wealth Services’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
Q1 		$1.09M Buy
27,927
+2,161
+8% +$80.1K 0.01% 795
2025
Q4 		$889K Buy
25,766
+330
+1% +$11.1K 0.01% 857
2025
Q3 		$879K Sell
25,436
-4,834
-16% -$192K 0.01% 837
2025
Q2 		$1.17M Buy
30,270
+6,064
+25% +$231K 0.02% 684
2025
Q1 		$1.02M Buy
+24,206
New +$987K 0.02% 673

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