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Eagle Global Advisors’s Hess Midstream HESM Stock Holding History

Eagle Global 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
2026
Q1 		$33.3M Sell
857,561
-815,215
-49% -$30.2M 1.2% 21
2025
Q4 		$57.7M Sell
1,672,776
-202,710
-11% -$6.82M 2.13% 11
2025
Q3 		$64.8M Sell
1,875,486
-578,348
-24% -$22.9M 2.48% 9
2025
Q2 		$94.5M Buy
2,453,834
+857,669
+54% +$32.7M 3.83% 4
2025
Q1 		$67.5M Buy
1,596,165
+330,610
+26% +$13.5M 2.78% 9
2024
Q4 		$46.9M Buy
1,265,555
+41,930
+3% +$1.51M 1.92% 12
2024
Q3 		$43.2M Buy
1,223,625
+188,330
+18% +$6.91M 2.14% 11
2024
Q2 		$37.7M Buy
1,035,295
+37,860
+4% +$1.34M 1.99% 12
2024
Q1 		$36M Buy
997,435
+234,230
+31% +$7.91M 2.03% 13
2023
Q4 		$24.1M Sell
763,205
-19,560
-2% -$599K 1.46% 17
2023
Q3 		$22.8M Buy
782,765
+322,285
+70% +$9.72M 1.48% 16
2023
Q2 		$14.1M Buy
460,480
+400,110
+663% +$11.5M 0.93% 28
2023
Q1 		$1.75M Buy
60,370
+26,120
+76% +$761K 0.12% 116
2022
Q4 		$1.02M Buy
34,250
+4,300
+14% +$123K 0.07% 135
2022
Q3 		$764K Sell
29,950
-600
-2% -$17.1K 0.06% 148
2022
Q2 		$855K Sell
30,550
-5,400
-15% -$167K 0.06% 143
2022
Q1 		$1.08M Hold
35,950
– – 0.07% 139
2021
Q4 		$993K Sell
35,950
-8,100
-18% -$210K 0.06% 147
2021
Q3 		$1.24M Sell
44,050
-6,400
-13% -$162K 0.08% 138
2021
Q2 		$1.27M Sell
50,450
-283,010
-85% -$6.83M 0.08% 135
2021
Q1 		$7.48M Buy
+333,460
New +$7.19M 0.55% 53
2020
Q2 		– Sell
-46,940
Closed -$477K – 204
2020
Q1 		$477K Sell
46,940
-60,760
-56% -$1.14M 0.05% 142
2019
Q4 		$2.44M Hold
107,700
– – 0.12% 105
2019
Q3 		$2.07M Hold
107,700
– – 0.09% 110
2019
Q2 		$2.1M Buy
+107,700
New +$2.21M 0.08% 111

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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Eagle Global Advisors's HESM Position: Q1 2026 in Review

Eagle Global Advisors reduced its Hess Midstream (HESM) stake by 49% in Q1 2026, selling an estimated $30.2M and leaving 857,561 shares worth $33.3M. The position accounts for 1.2% of the portfolio, ranked #21.

Eagle Global Advisors first reported a position in HESM in Q2 2019 and has held it in 25 quarters since. The position peaked at $94.5M in Q2 2025. 289 funds tracked by Wall St. Rank hold HESM as of Q1 2026.

  • Eagle Global Advisors held 857,561 shares of Hess Midstream worth $33.3M as of Q1 2026.
  • Eagle Global Advisors sold 815,215 Hess Midstream shares in Q1 2026, an estimated $30.2M.
  • Hess Midstream made up 1.2% of Eagle Global Advisors's portfolio in Q1 2026, its #21 holding.
  • Eagle Global Advisors first reported a position in Hess Midstream in Q2 2019 and has held it in 25 quarters since.
  • Eagle Global Advisors's Hess Midstream position peaked at $94.5M in Q2 2025.
  • 289 funds tracked by Wall St. Rank held Hess Midstream as of Q1 2026.

Based on Eagle Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.