JFG
HESM icon

Jefferies Financial Group’s Hess Midstream HESM Stock Holding History

Jefferies Financial Group’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 		– Sell
-91,575
Closed -$3.16M – 1941
2025
Q4 		$3.16M Buy
91,575
+12,015
+15% +$404K 0.02% 629
2025
Q3 		$2.75M Sell
79,560
-52,148
-40% -$2.07M 0.01% 539
2025
Q2 		$5.07M Buy
+131,708
New +$5.02M 0.04% 297

Other funds holding HESM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TD Asset Management
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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Jefferies Financial Group's HESM Position: Q1 2026 in Review

Jefferies Financial Group sold out of Hess Midstream (HESM) in Q1 2026, closing a stake of 91,575 shares — an estimated $3.16M sold.

Jefferies Financial Group first reported a position in HESM in Q2 2025 and held it in 3 quarters. The position peaked at $5.07M in Q2 2025. 290 funds tracked by Wall St. Rank hold HESM as of Q1 2026.

  • Jefferies Financial Group reported no remaining Hess Midstream position as of Q1 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 91,575 Hess Midstream shares in Q1 2026, an estimated $3.16M.
  • Jefferies Financial Group first reported a position in Hess Midstream in Q2 2025 and held it in 3 quarters.
  • Jefferies Financial Group's Hess Midstream position peaked at $5.07M in Q2 2025.
  • 290 funds tracked by Wall St. Rank held Hess Midstream as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.