Navellier & Associates’s Hess Midstream HESM Stock Holding History

Navellier & Associates’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	$435K	Hold	11,180	–	–	0.05%	232
2025 Q4	$386K	Sell	11,180 -1,600	-13%	-$53.8K	0.04%	252
2025 Q3	$442K	Buy	12,780 +1,760	+16%	+$69.8K	0.04%	275
2025 Q2	$424K	Hold	11,020	–	–	0.05%	226
2025 Q1	$406K	Buy	11,020 +4,240	+63%	+$173K	0.06%	225
2024 Q4	$251K	Buy	+6,780	New	+$244K	0.03%	293
2024 Q3	–	Sell	-6,780	Closed	-$247K	–	334
2024 Q2	$247K	Sell	6,780 -230	-3%	-$8.12K	0.03%	304
2024 Q1	$253K	Hold	7,010	–	–	0.03%	300
2023 Q4	$222K	Buy	+7,010	New	+$215K	0.03%	298
2022 Q3	–	Sell	-7,350	Closed	-$206K	–	282
2022 Q2	$206K	Buy	+7,350	New	+$227K	0.04%	264

Other funds holding HESM

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

Blackstone Inc New York $25.6B AUM 26.83% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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 New York $131B AUM 28.36% 1-Year Est. Return

Navellier & Associates's HESM Position: Q1 2026 in Review

Navellier & Associates held its Hess Midstream (HESM) position steady in Q1 2026 at 11,180 shares worth $435K. The position accounts for 0.05% of the portfolio, ranked #232.

Navellier & Associates first reported a position in HESM in Q2 2022 and has held it in 10 quarters since. The position peaked at $442K in Q3 2025. 289 funds tracked by Wall St. Rank hold HESM as of Q1 2026.

Navellier & Associates held 11,180 shares of Hess Midstream worth $435K as of Q1 2026.
Navellier & Associates left its Hess Midstream share count unchanged in Q1 2026.
Hess Midstream made up 0.05% of Navellier & Associates's portfolio in Q1 2026, its #232 holding.
Navellier & Associates first reported a position in Hess Midstream in Q2 2022 and has held it in 10 quarters since.
Navellier & Associates's Hess Midstream position peaked at $442K in Q3 2025.
289 funds tracked by Wall St. Rank held Hess Midstream as of Q1 2026.

Based on Navellier & Associates's 13F filing for Q1 2026, filed 7 May 2026.