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Norris Financial Group’s Hess Midstream HESM Stock Holding History

Norris Financial 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
Q4 		– Sell
-15,819
Closed -$547K – 106
2025
Q3 		$547K Buy
+15,819
New +$627K 0.2% 59

Other funds holding HESM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
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
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Norris Financial Group's HESM Position: Q4 2025 in Review

Norris Financial Group sold out of Hess Midstream (HESM) in Q4 2025, closing a stake of 15,819 shares — an estimated $547K sold.

Norris Financial Group first reported a position in HESM in Q3 2025 and held it in 1 quarter. The position peaked at $547K in Q3 2025. 268 funds tracked by Wall St. Rank hold HESM as of Q4 2025.

  • Norris Financial Group reported no remaining Hess Midstream position as of Q4 2025 after selling out during the quarter.
  • Norris Financial Group sold 15,819 Hess Midstream shares in Q4 2025, an estimated $547K.
  • Norris Financial Group first reported a position in Hess Midstream in Q3 2025 and held it in 1 quarter.
  • Norris Financial Group's Hess Midstream position peaked at $547K in Q3 2025.
  • 268 funds tracked by Wall St. Rank held Hess Midstream as of Q4 2025.

Based on Norris Financial Group's 13F filing for Q4 2025, filed 20 May 2026.