Lee Financial’s Hess Midstream HESM Stock Holding History

Lee Financial’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	$276K	Hold	7,108	–	–	0.04%	132
2025 Q4	$245K	Sell	7,108 -1,277	-15%	-$42.9K	0.03%	129
2025 Q3	$290K	Buy	8,385 +1,705	+26%	+$67.6K	0.04%	152
2025 Q2	$257K	Buy	6,680 +500	+8%	+$19K	0.04%	130
2025 Q1	$261K	Sell	6,180 -7,181	-54%	-$293K	0.04%	129
2024 Q4	$495K	Hold	13,361	–	–	0.07%	112
2024 Q3	$471K	Buy	13,361 +7,559	+130%	+$277K	0.07%	115
2024 Q2	$211K	Buy	+5,802	New	+$205K	0.03%	137
2024 Q1	–	Sell	-4,422	Closed	-$140K	–	447
2023 Q4	$140K	Buy	4,422 +2,939	+198%	+$90K	0.02%	157
2023 Q3	$43.2K	Buy	1,483 +144	+11%	+$4.34K	0.01%	233
2023 Q2	$41.1K	Buy	1,339 +1,004	+300%	+$29K	0.01%	237
2023 Q1	$9.7K	Hold	335	–	–	﹤0.01%	427
2022 Q4	$10K	Hold	335	–	–	﹤0.01%	462
2022 Q3	$9K	Hold	335	–	–	﹤0.01%	455
2022 Q2	$9K	Hold	335	–	–	﹤0.01%	463
2022 Q1	$10K	Buy	+335	New	+$10.1K	﹤0.01%	432
2017 Q4	–	Sell	-400	Closed	-$9K	–	487
2017 Q3	$9K	Hold	400	–	–	﹤0.01%	350
2017 Q2	$8K	Buy	+400	New	+$9.55K	﹤0.01%	354

Other funds holding HESM

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return