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Regal Investment Advisors’s Hess Midstream HESM Stock Holding History

Regal Investment 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 		– Sell
-6,449
Closed -$251K – 666
2026
Q1 		$251K Buy
+6,449
New +$239K 0.01% 575

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

Regal Investment Advisors's HESM Position: Q2 2026 in Review

Regal Investment Advisors sold out of Hess Midstream (HESM) in Q2 2026, closing a stake of 6,449 shares — an estimated $251K sold.

Regal Investment Advisors first reported a position in HESM in Q1 2026 and held it in 1 quarter. The position peaked at $251K in Q1 2026. 285 funds tracked by Wall St. Rank hold HESM as of Q2 2026.

  • Regal Investment Advisors reported no remaining Hess Midstream position as of Q2 2026 after selling out during the quarter.
  • Regal Investment Advisors sold 6,449 Hess Midstream shares in Q2 2026, an estimated $251K.
  • Regal Investment Advisors first reported a position in Hess Midstream in Q1 2026 and held it in 1 quarter.
  • Regal Investment Advisors's Hess Midstream position peaked at $251K in Q1 2026.
  • 285 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.