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Naples Global Advisors’s Hess Midstream HESM Stock Holding History

Naples Global Advisors’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 		$2.67M Buy
71,116
+750
+1% +$28.8K 0.17% 140
2026
Q1 		$2.74M Sell
70,366
-474
-0.7% -$17.6K 0.2% 126
2025
Q4 		$2.44M Sell
70,840
-950
-1% -$31.9K 0.18% 133
2025
Q3 		$2.48M Buy
71,790
+4,425
+7% +$176K 0.19% 128
2025
Q2 		$2.59M Buy
67,365
+2,140
+3% +$81.5K 0.22% 116
2025
Q1 		$2.76M Buy
65,225
+1,050
+2% +$42.8K 0.26% 108
2024
Q4 		$2.38M Buy
64,175
+600
+0.9% +$21.6K 0.22% 117
2024
Q3 		$2.24M Buy
63,575
+1,355
+2% +$49.7K 0.21% 126
2024
Q2 		$2.27M Buy
62,220
+300
+0.5% +$10.6K 0.23% 118
2024
Q1 		$2.24M Buy
61,920
+1,825
+3% +$61.7K 0.23% 125
2023
Q4 		$1.9M Buy
60,095
+5,150
+9% +$158K 0.21% 130
2023
Q3 		$1.6M Buy
54,945
+1,275
+2% +$38.4K 0.19% 146
2023
Q2 		$1.65M Sell
53,670
-3,025
-5% -$87.2K 0.19% 146
2023
Q1 		$1.64M Buy
56,695
+2,045
+4% +$59.6K 0.2% 147
2022
Q4 		$1.64M Buy
54,650
+4,275
+8% +$122K 0.21% 146
2022
Q3 		$1.29M Buy
50,375
+4,450
+10% +$127K 0.18% 167
2022
Q2 		$1.29M Buy
45,925
+2,475
+6% +$76.4K 0.17% 174
2022
Q1 		$1.3M Sell
43,450
-1,550
-3% -$46.8K 0.15% 176
2021
Q4 		$1.24M Buy
45,000
+2,575
+6% +$66.8K 0.14% 174
2021
Q3 		$1.2M Buy
42,425
+3,450
+9% +$87.4K 0.16% 173
2021
Q2 		$984K Buy
38,975
+3,700
+10% +$89.3K 0.14% 191
2021
Q1 		$791K Buy
+35,275
New +$760K 0.12% 207

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

Naples Global Advisors's HESM Position: Q2 2026 in Review

Naples Global Advisors increased its Hess Midstream (HESM) stake by 1.1% in Q2 2026, buying an estimated $28.8K and bringing the position to 71,116 shares worth $2.67M. The position accounts for 0.17% of the portfolio, ranked #140.

Naples Global Advisors first reported a position in HESM in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.76M in Q1 2025. 285 funds tracked by Wall St. Rank hold HESM as of Q2 2026.

  • Naples Global Advisors held 71,116 shares of Hess Midstream worth $2.67M as of Q2 2026.
  • Naples Global Advisors bought 750 Hess Midstream shares in Q2 2026, an estimated $28.8K.
  • Hess Midstream made up 0.17% of Naples Global Advisors's portfolio in Q2 2026, its #140 holding.
  • Naples Global Advisors first reported a position in Hess Midstream in Q1 2021 and has held it in 22 quarters since.
  • Naples Global Advisors's Hess Midstream position peaked at $2.76M in Q1 2025.
  • 285 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.