Hardy Reed
HESM icon

Hardy Reed’s Hess Midstream HESM Stock Holding History

Hardy Reed’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
Q3 		$252K Hold
6,740
– – 0.02% 225
2026
Q2 		$253K Hold
6,740
– – 0.02% 218
2026
Q1 		$262K Sell
6,740
-4,300
-39% -$159K 0.02% 204
2025
Q4 		$381K Sell
11,040
-2,650
-19% -$89.1K 0.03% 169
2025
Q3 		$473K Sell
13,690
-6,400
-32% -$254K 0.03% 144
2025
Q2 		$774K Buy
20,090
+11,100
+123% +$423K 0.06% 108
2025
Q1 		$380K Hold
8,990
– – 0.03% 155
2024
Q4 		$333K Buy
8,990
+450
+5% +$16.2K 0.03% 175
2024
Q3 		$301K Hold
8,540
– – 0.03% 187
2024
Q2 		$311K Buy
+8,540
New +$301K 0.03% 176

Other funds holding HESM

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Fractal Investments
Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return
Eagle Global Advisors
Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return

Hardy Reed's HESM Position: Q3 2026 in Review

Hardy Reed held its Hess Midstream (HESM) position steady in Q3 2026 at 6,740 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #225.

Hardy Reed first reported a position in HESM in Q2 2024 and has held it in 10 quarters since. The position peaked at $774K in Q2 2025. 139 funds tracked by Wall St. Rank hold HESM as of Q3 2026.

  • Hardy Reed held 6,740 shares of Hess Midstream worth $252K as of Q3 2026.
  • Hardy Reed left its Hess Midstream share count unchanged in Q3 2026.
  • Hess Midstream made up 0.02% of Hardy Reed's portfolio in Q3 2026, its #225 holding.
  • Hardy Reed first reported a position in Hess Midstream in Q2 2024 and has held it in 10 quarters since.
  • Hardy Reed's Hess Midstream position peaked at $774K in Q2 2025.
  • 139 funds tracked by Wall St. Rank held Hess Midstream as of Q3 2026.

Based on Hardy Reed's 13F filing for Q3 2026, filed 6 Nov 2026.