SSG
HESM icon

Summit Securities Group’s Hess Midstream HESM Stock Holding History

Summit Securities 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
-4,800
Closed -$185K – 1166
2025
Q2 		$185K Buy
+4,800
New +$183K 0.04% 272

Other funds holding HESM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Summit Securities Group's HESM Position: Q3 2025 in Review

Summit Securities Group sold out of Hess Midstream (HESM) in Q3 2025, closing a stake of 4,800 shares — an estimated $185K sold.

Summit Securities Group first reported a position in HESM in Q2 2025 and held it in 1 quarter. The position peaked at $185K in Q2 2025. 267 funds tracked by Wall St. Rank hold HESM as of Q3 2025.

  • Summit Securities Group reported no remaining Hess Midstream position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 4,800 Hess Midstream shares in Q3 2025, an estimated $185K.
  • Summit Securities Group first reported a position in Hess Midstream in Q2 2025 and held it in 1 quarter.
  • Summit Securities Group's Hess Midstream position peaked at $185K in Q2 2025.
  • 267 funds tracked by Wall St. Rank held Hess Midstream as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.