FORA Capital’s Hess Midstream HESM Stock Holding History

FORA Capital’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 Q2	–	Sell	-5,223	Closed	-$221K	–	587
2025 Q1	$221K	Buy	+5,223	New	+$213K	0.02%	439
2024 Q4	–	Sell	-13,634	Closed	-$481K	–	470
2024 Q3	$481K	Buy	13,634 +4,562	+50%	+$167K	0.06%	290
2024 Q2	$331K	Buy	+9,072	New	+$320K	0.04%	322
2024 Q1	–	Sell	-11,295	Closed	-$357K	–	478
2023 Q4	$357K	Buy	+11,295	New	+$346K	0.03%	378

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

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

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

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

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

FORA Capital's HESM Position: Q2 2025 in Review

FORA Capital sold out of Hess Midstream (HESM) in Q2 2025, closing a stake of 5,223 shares — an estimated $221K sold.

FORA Capital first reported a position in HESM in Q4 2023 and held it in 4 quarters. The position peaked at $481K in Q3 2024. 273 funds tracked by Wall St. Rank hold HESM as of Q2 2025.

FORA Capital reported no remaining Hess Midstream position as of Q2 2025 after selling out during the quarter.
FORA Capital sold 5,223 Hess Midstream shares in Q2 2025, an estimated $221K.
FORA Capital first reported a position in Hess Midstream in Q4 2023 and held it in 4 quarters.
FORA Capital's Hess Midstream position peaked at $481K in Q3 2024.
273 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2025.

Based on FORA Capital's 13F filing for Q2 2025, filed 13 Aug 2025.