Raymond James Financial
HESM icon

Raymond James Financial’s Hess Midstream HESM Stock Holding History

Raymond James 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
Q1 		$17.4M Buy
447,260
+30,084
+7% +$1.11M 0.01% 1577
2025
Q4 		$14.4M Buy
417,176
+10,729
+3% +$361K ﹤0.01% 1680
2025
Q3 		$14M Buy
406,447
+38,626
+11% +$1.53M ﹤0.01% 1667
2025
Q2 		$14.2M Sell
367,821
-3,190
-0.9% -$121K ﹤0.01% 1616
2025
Q1 		$15.7M Buy
371,011
+20,601
+6% +$840K 0.01% 1493
2024
Q4 		$13M Buy
+350,410
New +$12.6M ﹤0.01% 1642

Other funds holding HESM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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 $609B AUM 40.19% 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 $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

Raymond James Financial's HESM Position: Q1 2026 in Review

Raymond James Financial increased its Hess Midstream (HESM) stake by 7.2% in Q1 2026, buying an estimated $1.11M and bringing the position to 447,260 shares worth $17.4M. The position accounts for 0.01% of the portfolio, ranked #1577.

Raymond James Financial first reported a position in HESM in Q4 2024 and has held it in 6 quarters since. 289 funds tracked by Wall St. Rank hold HESM as of Q1 2026.

  • Raymond James Financial held 447,260 shares of Hess Midstream worth $17.4M as of Q1 2026.
  • Raymond James Financial bought 30,084 Hess Midstream shares in Q1 2026, an estimated $1.11M.
  • Hess Midstream made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1577 holding.
  • Raymond James Financial first reported a position in Hess Midstream in Q4 2024 and has held it in 6 quarters since.
  • 289 funds tracked by Wall St. Rank held Hess Midstream as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.