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Principal Securities’s Hess Midstream HESM Stock Holding History

Principal Securities’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
Q4 		– Sell
-346
Closed -$12K – 2284
2025
Q3 		$12K Buy
346
+253
+272% +$10K ﹤0.01% 2645
2025
Q2 		$3.58K Sell
93
-32
-26% -$1.22K ﹤0.01% 2968
2025
Q1 		$4.63K Hold
125
– – ﹤0.01% 2802
2024
Q4 		$4.63K Hold
125
– – ﹤0.01% 2799
2024
Q3 		$4.41K Buy
125
+20
+19% +$734 ﹤0.01% 2716
2024
Q2 		$3.83K Hold
105
– – ﹤0.01% 2726
2024
Q1 		$3.79K Buy
+105
New +$3.55K ﹤0.01% 2697

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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 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

Principal Securities's HESM Position: Q4 2025 in Review

Principal Securities sold out of Hess Midstream (HESM) in Q4 2025, closing a stake of 346 shares — an estimated $12K sold.

Principal Securities first reported a position in HESM in Q1 2024 and held it in 7 quarters. The position peaked at $12K in Q3 2025. 268 funds tracked by Wall St. Rank hold HESM as of Q4 2025.

  • Principal Securities reported no remaining Hess Midstream position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 346 Hess Midstream shares in Q4 2025, an estimated $12K.
  • Principal Securities first reported a position in Hess Midstream in Q1 2024 and held it in 7 quarters.
  • Principal Securities's Hess Midstream position peaked at $12K in Q3 2025.
  • 268 funds tracked by Wall St. Rank held Hess Midstream as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.