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Tortoise Capital Advisors’s Hess Midstream HESM Stock Holding History

Tortoise Capital 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 		$159M Sell
4,236,214
-230,725
-5% -$8.87M 1.62% 16
2026
Q1 		$174M Buy
4,466,939
+45,083
+1% +$1.67M 1.81% 17
2025
Q4 		$153M Sell
4,421,856
-273,449
-6% -$9.19M 1.94% 16
2025
Q3 		$162M Sell
4,695,305
-2,455,947
-34% -$97.4M 2.09% 15
2025
Q2 		$275M Sell
7,151,252
-175,593
-2% -$6.69M 3.59% 13
2025
Q1 		$310M Sell
7,326,845
-254,261
-3% -$10.4M 3.75% 10
2024
Q4 		$281M Buy
7,581,106
+83,943
+1% +$3.02M 3.59% 10
2024
Q3 		$264M Buy
7,497,163
+68,901
+0.9% +$2.53M 3.41% 10
2024
Q2 		$271M Buy
7,428,262
+822,311
+12% +$29M 3.58% 10
2024
Q1 		$239M Buy
6,605,951
+2,215,192
+50% +$74.8M 3.33% 11
2023
Q4 		$139M Buy
4,390,759
+1,179,733
+37% +$36.1M 2.14% 15
2023
Q3 		$93.5M Sell
3,211,026
-4,042
-0.1% -$122K 1.43% 15
2023
Q2 		$98.6M Buy
3,215,068
+1,309,127
+69% +$37.8M 1.5% 18
2023
Q1 		$55.2M Buy
1,905,941
+22,266
+1% +$649K 0.83% 24
2022
Q4 		$56.4M Sell
1,883,675
-63,909
-3% -$1.83M 0.84% 23
2022
Q3 		$49.7M Sell
1,947,584
-14,560
-0.7% -$416K 0.78% 24
2022
Q2 		$54.9M Sell
1,962,144
-131,671
-6% -$4.06M 0.86% 24
2022
Q1 		$62.8M Buy
2,093,815
+1,444,443
+222% +$43.6M 0.83% 24
2021
Q4 		$17.9M Hold
649,372
– – 0.27% 38
2021
Q3 		$18.3M Sell
649,372
-12,086
-2% -$306K 0.3% 35
2021
Q2 		$16.7M Hold
661,458
– – 0.25% 35
2021
Q1 		$14.8M Sell
661,458
-19,478
-3% -$420K 0.25% 36
2020
Q4 		$13.3M Sell
680,936
-174,400
-20% -$3.16M 0.26% 34
2020
Q3 		$12.9M Sell
855,336
-245,319
-22% -$4.27M 0.26% 34
2020
Q2 		$20.2M Buy
1,100,655
+716,383
+186% +$12M 0.32% 27
2020
Q1 		$3.9M Sell
384,272
-693,206
-64% -$13M 0.07% 51
2019
Q4 		$24.4M Hold
1,077,478
– – 0.16% 42
2019
Q3 		$20.8M Buy
1,077,478
+140,673
+15% +$2.74M 0.13% 43
2019
Q2 		$18.3M Buy
+936,805
New +$19.3M 0.12% 34

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
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
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Tortoise Capital Advisors's HESM Position: Q2 2026 in Review

Tortoise Capital Advisors reduced its Hess Midstream (HESM) stake by 5.2% in Q2 2026, selling an estimated $8.87M and leaving 4,236,214 shares worth $159M. The position accounts for 1.62% of the portfolio, ranked #16.

Tortoise Capital Advisors first reported a position in HESM in Q2 2019 and has held it in 29 quarters since. The position peaked at $310M in Q1 2025. 285 funds tracked by Wall St. Rank hold HESM as of Q2 2026.

  • Tortoise Capital Advisors held 4,236,214 shares of Hess Midstream worth $159M as of Q2 2026.
  • Tortoise Capital Advisors sold 230,725 Hess Midstream shares in Q2 2026, an estimated $8.87M.
  • Hess Midstream made up 1.62% of Tortoise Capital Advisors's portfolio in Q2 2026, its #16 holding.
  • Tortoise Capital Advisors first reported a position in Hess Midstream in Q2 2019 and has held it in 29 quarters since.
  • Tortoise Capital Advisors's Hess Midstream position peaked at $310M in Q1 2025.
  • 285 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.

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