CI
HESM icon

Cooper Investors’s Hess Midstream HESM Stock Holding History

Cooper Investors’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 		$497K Sell
13,223
-13,919
-51% -$535K 0.23% 37
2026
Q1 		$1.06M Sell
27,142
-14,524
-35% -$538K 0.43% 35
2025
Q4 		$1.44M Sell
41,666
-1,523
-4% -$51.2K 0.48% 29
2025
Q3 		$1.49M Sell
43,189
-277,557
-87% -$11M 0.41% 33
2025
Q2 		$12.4M Sell
320,746
-5,175
-2% -$197K 2.25% 16
2025
Q1 		$13.8M Sell
325,921
-44,936
-12% -$1.83M 2.24% 19
2024
Q4 		$13.7M Sell
370,857
-1,690
-0.5% -$60.8K 2.16% 19
2024
Q3 		$13.1M Sell
372,547
-3,183
-0.8% -$117K 1.95% 23
2024
Q2 		$13.7M Hold
375,730
– – 2.08% 18
2024
Q1 		$13.6M Sell
375,730
-60,260
-14% -$2.04M 0.78% 28
2023
Q4 		$13.8M Sell
435,990
-55,073
-11% -$1.69M 0.83% 28
2023
Q3 		$15.1M Buy
+491,063
New +$14.8M 1.2% 22
2023
Q1 		$10.7M Buy
370,986
+53,736
+17% +$1.57M 0.91% 24
2022
Q4 		$9.49M Buy
+317,250
New +$9.06M 0.89% 23

Other funds holding HESM

SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return