Mackenzie Financial
HES

Mackenzie Financial’s Hess HES Stock Holding History

Mackenzie Financial’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
-39,957
Closed -$5.54M – 1761
2025
Q2 		$5.54M Buy
39,957
+3,661
+10% +$494K 0.01% 587
2025
Q1 		$5.8M Sell
36,296
-3,970
-10% -$584K 0.01% 550
2024
Q4 		$5.36M Buy
40,266
+11,069
+38% +$1.55M 0.01% 561
2024
Q3 		$3.96M Buy
29,197
+1,644
+6% +$229K 0.01% 589
2024
Q2 		$4.06M Buy
27,553
+654
+2% +$100K 0.01% 582
2024
Q1 		$4.11M Buy
26,899
+1,704
+7% +$247K 0.01% 589
2023
Q4 		$3.63M Buy
25,195
+11,599
+85% +$1.7M 0.01% 618
2023
Q3 		$2.03M Buy
13,596
+604
+5% +$90.9K ﹤0.01% 708
2023
Q2 		$1.79M Buy
12,992
+489
+4% +$66.9K ﹤0.01% 745
2023
Q1 		$1.65M Buy
12,503
+4,000
+47% +$557K ﹤0.01% 767
2022
Q4 		$1.21M Buy
8,503
+1,903
+29% +$261K ﹤0.01% 750
2022
Q3 		$719K Sell
6,600
-50,739
-88% -$5.62M ﹤0.01% 866
2022
Q2 		$6.07M Buy
57,339
+4,960
+9% +$561K 0.01% 514
2022
Q1 		$5.61M Buy
52,379
+47,380
+948% +$4.49M 0.01% 555
2021
Q4 		$370K Buy
+4,999
New +$405K ﹤0.01% 1072
2013
Q4 		– Sell
-8,028
Closed -$621K – 642
2013
Q3 		$621K Buy
+8,028
New +$598K ﹤0.01% 548

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 $4.82B AUM 20.19% 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 $6.53B AUM 20.48% 1-Year Est. Return

Mackenzie Financial's HES Position: Q3 2025 in Review

Mackenzie Financial sold out of Hess (HES) in Q3 2025, closing a stake of 39,957 shares — an estimated $5.54M sold.

Mackenzie Financial first reported a position in HES in Q3 2013 and held it in 16 quarters. The position peaked at $6.07M in Q2 2022. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Mackenzie Financial reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Mackenzie Financial sold 39,957 Hess shares in Q3 2025, an estimated $5.54M.
  • Mackenzie Financial first reported a position in Hess in Q3 2013 and held it in 16 quarters.
  • Mackenzie Financial's Hess position peaked at $6.07M in Q2 2022.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Mackenzie Financial's 13F filing for Q3 2025, filed 13 Nov 2025.