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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
2025
Q3 		– Sell
-18,000
Closed -$693K – 1549
2025
Q2 		$693K Sell
18,000
-28,200
-61% -$1.07M 0.01% 822
2025
Q1 		$1.95M Sell
46,200
-20,000
-30% -$816K 0.02% 587
2024
Q4 		$2.45M Buy
66,200
+26,200
+66% +$943K 0.01% 599
2024
Q3 		$1.41M Buy
+40,000
New +$1.47M 0.01% 688

Other funds holding HESM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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. 289 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.
  • 289 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.