NWM
HESM icon

Nova Wealth Management’s Hess Midstream HESM Stock Holding History

Nova Wealth Management’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
Q2 		– Sell
-525
Closed -$22.2K – 772
2025
Q1 		$22.2K Hold
525
– – 0.02% 281
2024
Q4 		$19.4K Buy
+525
New +$18.9K 0.02% 237

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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 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
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Nova Wealth Management's HESM Position: Q2 2025 in Review

Nova Wealth Management sold out of Hess Midstream (HESM) in Q2 2025, closing a stake of 525 shares — an estimated $22.2K sold.

Nova Wealth Management first reported a position in HESM in Q4 2024 and held it in 2 quarters. The position peaked at $22.2K in Q1 2025. 273 funds tracked by Wall St. Rank hold HESM as of Q2 2025.

  • Nova Wealth Management reported no remaining Hess Midstream position as of Q2 2025 after selling out during the quarter.
  • Nova Wealth Management sold 525 Hess Midstream shares in Q2 2025, an estimated $22.2K.
  • Nova Wealth Management first reported a position in Hess Midstream in Q4 2024 and held it in 2 quarters.
  • Nova Wealth Management's Hess Midstream position peaked at $22.2K in Q1 2025.
  • 273 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2025.

Based on Nova Wealth Management's 13F filing for Q2 2025, filed 7 Jul 2025.