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HES

NewEdge Advisors’s Hess HES Stock Holding History

NewEdge 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
-5,054
Closed -$700K – 4165
2025
Q2 		$700K Buy
5,054
+2,168
+75% +$293K ﹤0.01% 1494
2025
Q1 		$461K Sell
2,886
-49
-2% -$7.21K ﹤0.01% 1628
2024
Q4 		$390K Buy
2,935
+13
+0.4% +$1.81K ﹤0.01% 1713
2024
Q3 		$397K Buy
2,922
+397
+16% +$55.2K ﹤0.01% 1616
2024
Q2 		$372K Sell
2,525
-22
-0.9% -$3.37K ﹤0.01% 1590
2024
Q1 		$389K Sell
2,547
-3,993
-61% -$580K ﹤0.01% 1494
2023
Q4 		$943K Sell
6,540
-2,513
-28% -$368K 0.01% 957
2023
Q3 		$1.39M Buy
9,053
+2,123
+31% +$320K 0.02% 728
2023
Q2 		$942K Sell
6,930
-20
-0.3% -$2.74K 0.01% 896
2023
Q1 		$920K Sell
6,950
-7,008
-50% -$975K 0.01% 815
2022
Q4 		$44.9K Buy
13,958
+11,757
+534% +$1.62M ﹤0.01% 1766
2022
Q3 		$240K Sell
2,201
-939
-30% -$104K ﹤0.01% 1298
2022
Q2 		$333K Buy
+3,140
New +$355K 0.01% 1163
2020
Q1 		– Sell
-3,111
Closed -$207K – 830
2019
Q4 		$207K Buy
+3,111
New +$204K 0.01% 757
2017
Q3 		– Sell
-115
Closed -$4.9K – 679
2017
Q2 		$4.9K Buy
+115
New +$5.38K ﹤0.01% 1155
2015
Q2 		– Sell
-11,021
Closed -$748K – 71
2015
Q1 		$748K Buy
11,021
+1,716
+18% +$122K 0.53% 53
2014
Q4 		$687K Buy
+9,305
New +$737K 0.53% 50

Other funds holding HES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $164B AUM 112.45% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

NewEdge Advisors's HES Position: Q3 2025 in Review

NewEdge Advisors sold out of Hess (HES) in Q3 2025, closing a stake of 5,054 shares — an estimated $700K sold.

NewEdge Advisors first reported a position in HES in Q4 2014 and held it in 17 quarters. The position peaked at $1.39M in Q3 2023. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • NewEdge Advisors reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • NewEdge Advisors sold 5,054 Hess shares in Q3 2025, an estimated $700K.
  • NewEdge Advisors first reported a position in Hess in Q4 2014 and held it in 17 quarters.
  • NewEdge Advisors's Hess position peaked at $1.39M in Q3 2023.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on NewEdge Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.