Newbridge Financial Services Group’s Hess Midstream HESM Stock Holding History

Newbridge Financial Services Group’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
2025 Q3	–	Sell	-5,044	Closed	-$194K	–	1328
2025 Q2	$194K	Sell	5,044 -3,051	-38%	-$116K	0.03%	296
2025 Q1	$342K	Sell	8,095 -1,037	-11%	-$42.3K	0.08%	145
2024 Q4	$338K	Buy	+9,132	New	+$329K	0.09%	156
2022 Q4	–	Sell	-3,200	Closed	-$82K	–	1479
2022 Q3	$82K	Buy	+3,200	New	+$91.4K	0.05%	330

Other funds holding HESM

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Newbridge Financial Services Group's HESM Position: Q3 2025 in Review

Newbridge Financial Services Group sold out of Hess Midstream (HESM) in Q3 2025, closing a stake of 5,044 shares — an estimated $194K sold.

Newbridge Financial Services Group first reported a position in HESM in Q3 2022 and held it in 4 quarters. The position peaked at $342K in Q1 2025. 267 funds tracked by Wall St. Rank hold HESM as of Q3 2025.

Newbridge Financial Services Group reported no remaining Hess Midstream position as of Q3 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 5,044 Hess Midstream shares in Q3 2025, an estimated $194K.
Newbridge Financial Services Group first reported a position in Hess Midstream in Q3 2022 and held it in 4 quarters.
Newbridge Financial Services Group's Hess Midstream position peaked at $342K in Q1 2025.
267 funds tracked by Wall St. Rank held Hess Midstream as of Q3 2025.

Based on Newbridge Financial Services Group's 13F filing for Q3 2025, filed 13 Nov 2025.