IEQ Capital’s Hess Midstream HESM Stock Holding History

IEQ 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 Q3	–	Sell	-5,960	Closed	-$230K	–	1947
2025 Q2	$230K	Buy	+5,960	New	+$227K	﹤0.01%	1543

Other funds holding HESM

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IEQ Capital's HESM Position: Q3 2025 in Review

IEQ Capital sold out of Hess Midstream (HESM) in Q3 2025, closing a stake of 5,960 shares — an estimated $230K sold.

IEQ Capital first reported a position in HESM in Q2 2025 and held it in 1 quarter. The position peaked at $230K in Q2 2025. 267 funds tracked by Wall St. Rank hold HESM as of Q3 2025.

IEQ Capital reported no remaining Hess Midstream position as of Q3 2025 after selling out during the quarter.
IEQ Capital sold 5,960 Hess Midstream shares in Q3 2025, an estimated $230K.
IEQ Capital first reported a position in Hess Midstream in Q2 2025 and held it in 1 quarter.
IEQ Capital's Hess Midstream position peaked at $230K in Q2 2025.
267 funds tracked by Wall St. Rank held Hess Midstream as of Q3 2025.

Based on IEQ Capital's 13F filing for Q3 2025, filed 14 Nov 2025.