NAAA
HES

New Age Alpha Advisors’s Hess HES Stock Holding History

New Age Alpha Advisors’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
-1,286
Closed -$178K – 832
2025
Q2 		$178K Sell
1,286
-239
-16% -$32.3K 0.01% 651
2025
Q1 		$244K Sell
1,525
-22,316
-94% -$3.28M 0.01% 612
2024
Q4 		$3.17M Buy
+23,841
New +$3.33M 0.13% 231

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

New Age Alpha Advisors's HES Position: Q3 2025 in Review

New Age Alpha Advisors sold out of Hess (HES) in Q3 2025, closing a stake of 1,286 shares — an estimated $178K sold.

New Age Alpha Advisors first reported a position in HES in Q4 2024 and held it in 3 quarters. The position peaked at $3.17M in Q4 2024. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • New Age Alpha Advisors reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • New Age Alpha Advisors sold 1,286 Hess shares in Q3 2025, an estimated $178K.
  • New Age Alpha Advisors first reported a position in Hess in Q4 2024 and held it in 3 quarters.
  • New Age Alpha Advisors's Hess position peaked at $3.17M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on New Age Alpha Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.