ClearBridge Investments
HESM icon

ClearBridge Investments’s Hess Midstream HESM Stock Holding History

ClearBridge Investments’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
2026
Q2 		$36M Sell
956,243
-751,142
-44% -$28.9M 0.03% 371
2026
Q1 		$66.4M Buy
1,707,385
+62,400
+4% +$2.31M 0.06% 270
2025
Q4 		$56.8M Buy
1,644,985
+15,600
+1% +$525K 0.05% 303
2025
Q3 		$56.3M Sell
1,629,385
-21,930
-1% -$870K 0.04% 314
2025
Q2 		$63.6M Sell
1,651,315
-44,390
-3% -$1.69M 0.05% 283
2025
Q1 		$71.7M Sell
1,695,705
-56,170
-3% -$2.29M 0.06% 264
2024
Q4 		$64.9M Buy
1,751,875
+184,290
+12% +$6.63M 0.05% 280
2024
Q3 		$55.3M Buy
1,567,585
+236,400
+18% +$8.67M 0.04% 315
2024
Q2 		$48.5M Sell
1,331,185
-1,286,000
-49% -$45.4M 0.04% 322
2024
Q1 		$94.6M Sell
2,617,185
-6,700
-0.3% -$226K 0.08% 256
2023
Q4 		$83M Hold
2,623,885
– – 0.07% 266
2023
Q3 		$76.4M Buy
2,623,885
+251,600
+11% +$7.59M 0.07% 249
2023
Q2 		$72.8M Buy
2,372,285
+266,400
+13% +$7.68M 0.07% 265
2023
Q1 		$60.9M Buy
2,105,885
+129,000
+7% +$3.76M 0.06% 278
2022
Q4 		$59.1M Buy
1,976,885
+675,200
+52% +$19.3M 0.06% 287
2022
Q3 		$33.2M Buy
1,301,685
+97,300
+8% +$2.78M 0.03% 367
2022
Q2 		$33.7M Buy
1,204,385
+207,491
+21% +$6.4M 0.03% 386
2022
Q1 		$29.9M Buy
996,894
+478,894
+92% +$14.5M 0.02% 421
2021
Q4 		$14.3M Hold
518,000
– – 0.01% 541
2021
Q3 		$14.6M Hold
518,000
– – 0.01% 543
2021
Q2 		$13.1M Buy
518,000
+42,000
+9% +$1.01M 0.01% 571
2021
Q1 		$10.7M Buy
+476,000
New +$10.3M 0.01% 557
2018
Q1 		– Sell
-827,390
Closed -$16.4M – 1201
2017
Q4 		$16.4M Sell
827,390
-247,090
-23% -$5.1M 0.02% 430
2017
Q3 		$23.6M Buy
1,074,480
+280
+0% +$5.86K 0.02% 405
2017
Q2 		$21.9M Buy
+1,074,200
New +$25.6M 0.02% 419

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
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ClearBridge Investments's HESM Position: Q2 2026 in Review

ClearBridge Investments reduced its Hess Midstream (HESM) stake by 44% in Q2 2026, selling an estimated $28.9M and leaving 956,243 shares worth $36M. The position accounts for 0.03% of the portfolio, ranked #371.

ClearBridge Investments first reported a position in HESM in Q2 2017 and has held it in 25 quarters since. The position peaked at $94.6M in Q1 2024. 285 funds tracked by Wall St. Rank hold HESM as of Q2 2026.

  • ClearBridge Investments held 956,243 shares of Hess Midstream worth $36M as of Q2 2026.
  • ClearBridge Investments sold 751,142 Hess Midstream shares in Q2 2026, an estimated $28.9M.
  • Hess Midstream made up 0.03% of ClearBridge Investments's portfolio in Q2 2026, its #371 holding.
  • ClearBridge Investments first reported a position in Hess Midstream in Q2 2017 and has held it in 25 quarters since.
  • ClearBridge Investments's Hess Midstream position peaked at $94.6M in Q1 2024.
  • 285 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.