Capstone Investment Advisors
HESM icon

Capstone Investment Advisors’s Hess Midstream HESM Stock Holding History

Capstone Investment Advisors’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
-10,814
Closed -$416K – 1967
2025
Q2 		$416K Buy
+10,814
New +$412K ﹤0.01% 1225
2024
Q2 		– Sell
-107,806
Closed -$3.9M – 2239
2024
Q1 		$3.9M Buy
107,806
+87,806
+439% +$2.97M 0.01% 533
2023
Q4 		$633K Buy
20,000
+9,608
+92% +$294K ﹤0.01% 1225
2023
Q3 		$303K Buy
+10,392
New +$313K ﹤0.01% 1595

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

Capstone Investment Advisors's HESM Position: Q3 2025 in Review

Capstone Investment Advisors sold out of Hess Midstream (HESM) in Q3 2025, closing a stake of 10,814 shares — an estimated $416K sold.

Capstone Investment Advisors first reported a position in HESM in Q3 2023 and held it in 4 quarters. The position peaked at $3.9M in Q1 2024. 267 funds tracked by Wall St. Rank hold HESM as of Q3 2025.

  • Capstone Investment Advisors reported no remaining Hess Midstream position as of Q3 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 10,814 Hess Midstream shares in Q3 2025, an estimated $416K.
  • Capstone Investment Advisors first reported a position in Hess Midstream in Q3 2023 and held it in 4 quarters.
  • Capstone Investment Advisors's Hess Midstream position peaked at $3.9M in Q1 2024.
  • 267 funds tracked by Wall St. Rank held Hess Midstream as of Q3 2025.

Based on Capstone Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.