Evergreen Capital Management’s Hess Midstream HESM Stock Holding History

Evergreen Capital Management’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	$5.07M	Buy	134,927 +1,834	+1%	+$70.5K	0.09%	204
2026 Q1	$5.17M	Buy	133,093 +1,490	+1%	+$55.2K	0.11%	191
2025 Q4	$4.54M	Buy	131,603 +8,838	+7%	+$297K	0.1%	197
2025 Q3	$4.24M	Buy	122,765 +3,455	+3%	+$137K	0.1%	188
2025 Q2	$4.59M	Buy	119,310 +102,550	+612%	+$3.91M	0.14%	168
2025 Q1	$709K	Hold	16,760	–	–	0.02%	397
2024 Q4	$621K	Buy	+16,760	New	+$603K	0.02%	442
2019 Q4	–	Sell	-75,000	Closed	-$1.45M	–	485
2019 Q3	$1.45M	Buy	75,000 +3,200	+4%	+$62.3K	0.13%	132
2019 Q2	$1.4M	Buy	71,800 +975	+1%	+$20.1K	0.13%	131
2019 Q1	$1.5M	Sell	70,825 -29,075	-29%	-$622K	0.15%	128
2018 Q4	$1.7M	Buy	99,900 +51,800	+108%	+$1.07M	0.18%	119
2018 Q3	$1.1M	Buy	48,100 +20,150	+72%	+$446K	0.1%	148
2018 Q2	$551K	Buy	+27,950	New	+$563K	0.05%	209

Other funds holding HESM

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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 New York $150B AUM 40.08% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Evergreen Capital Management's HESM Position: Q2 2026 in Review

Evergreen Capital Management increased its Hess Midstream (HESM) stake by 1.4% in Q2 2026, buying an estimated $70.5K and bringing the position to 134,927 shares worth $5.07M. The position accounts for 0.09% of the portfolio, ranked #204.

Evergreen Capital Management first reported a position in HESM in Q2 2018 and has held it in 13 quarters since. The position peaked at $5.17M in Q1 2026. 285 funds tracked by Wall St. Rank hold HESM as of Q2 2026.

Evergreen Capital Management held 134,927 shares of Hess Midstream worth $5.07M as of Q2 2026.
Evergreen Capital Management bought 1,834 Hess Midstream shares in Q2 2026, an estimated $70.5K.
Hess Midstream made up 0.09% of Evergreen Capital Management's portfolio in Q2 2026, its #204 holding.
Evergreen Capital Management first reported a position in Hess Midstream in Q2 2018 and has held it in 13 quarters since.
Evergreen Capital Management's Hess Midstream position peaked at $5.17M in Q1 2026.
285 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.