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Lee Financial’s Hess Midstream HESM Stock Holding History

Lee Financial’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
Q2 		$267K Hold
7,108
– – 0.03% 143
2026
Q1 		$276K Hold
7,108
– – 0.04% 132
2025
Q4 		$245K Sell
7,108
-1,277
-15% -$42.9K 0.03% 129
2025
Q3 		$290K Buy
8,385
+1,705
+26% +$67.6K 0.04% 152
2025
Q2 		$257K Buy
6,680
+500
+8% +$19K 0.04% 130
2025
Q1 		$261K Sell
6,180
-7,181
-54% -$293K 0.04% 129
2024
Q4 		$495K Hold
13,361
– – 0.07% 112
2024
Q3 		$471K Buy
13,361
+7,559
+130% +$277K 0.07% 115
2024
Q2 		$211K Buy
+5,802
New +$205K 0.03% 137
2024
Q1 		– Sell
-4,422
Closed -$140K – 447
2023
Q4 		$140K Buy
4,422
+2,939
+198% +$90K 0.02% 157
2023
Q3 		$43.2K Buy
1,483
+144
+11% +$4.34K 0.01% 233
2023
Q2 		$41.1K Buy
1,339
+1,004
+300% +$29K 0.01% 237
2023
Q1 		$9.7K Hold
335
– – ﹤0.01% 427
2022
Q4 		$10K Hold
335
– – ﹤0.01% 462
2022
Q3 		$9K Hold
335
– – ﹤0.01% 455
2022
Q2 		$9K Hold
335
– – ﹤0.01% 463
2022
Q1 		$10K Buy
+335
New +$10.1K ﹤0.01% 432
2017
Q4 		– Sell
-400
Closed -$9K – 485
2017
Q3 		$9K Hold
400
– – ﹤0.01% 350
2017
Q2 		$8K Buy
+400
New +$9.55K ﹤0.01% 354

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
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
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lee Financial's HESM Position: Q2 2026 in Review

Lee Financial held its Hess Midstream (HESM) position steady in Q2 2026 at 7,108 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #143.

Lee Financial first reported a position in HESM in Q2 2017 and has held it in 19 quarters since. The position peaked at $495K in Q4 2024. 285 funds tracked by Wall St. Rank hold HESM as of Q2 2026.

  • Lee Financial held 7,108 shares of Hess Midstream worth $267K as of Q2 2026.
  • Lee Financial left its Hess Midstream share count unchanged in Q2 2026.
  • Hess Midstream made up 0.03% of Lee Financial's portfolio in Q2 2026, its #143 holding.
  • Lee Financial first reported a position in Hess Midstream in Q2 2017 and has held it in 19 quarters since.
  • Lee Financial's Hess Midstream position peaked at $495K in Q4 2024.
  • 285 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.

Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.