Stifel Financial
HESM icon

Stifel Financial’s Hess Midstream HESM Stock Holding History

Stifel 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 		$6.58M Sell
169,177
-3,425
-2% -$127K 0.01% 1180
2025
Q4 		$5.95M Buy
172,602
+140,303
+434% +$4.72M 0.01% 1235
2025
Q3 		$1.12M Buy
32,299
+13,900
+76% +$551K ﹤0.01% 2333
2025
Q2 		$709K Buy
18,399
+2,190
+14% +$83.4K ﹤0.01% 2553
2025
Q1 		$685K Buy
16,209
+3,361
+26% +$137K ﹤0.01% 2473
2024
Q4 		$476K Buy
12,848
+1,358
+12% +$48.9K ﹤0.01% 2702
2024
Q3 		$405K Buy
11,490
+3,148
+38% +$115K ﹤0.01% 2799
2024
Q2 		$304K Buy
8,342
+2,124
+34% +$75K ﹤0.01% 2912
2024
Q1 		$225K Sell
6,218
-514
-8% -$17.4K ﹤0.01% 3047
2023
Q4 		$213K Buy
+6,732
New +$206K ﹤0.01% 3035

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TCA
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TD Asset Management
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
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return