Verity & Verity’s Hess Midstream HESM Stock Holding History

Verity & Verity’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	–	Sell	-7,776	Closed	-$268K	–	145
2025 Q4	$268K	Buy	+7,776	New	+$261K	0.02%	138

Other funds holding HESM

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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 New York $150B AUM 40.08% 1-Year Est. Return

Verity & Verity's HESM Position: Q1 2026 in Review

Verity & Verity sold out of Hess Midstream (HESM) in Q1 2026, closing a stake of 7,776 shares — an estimated $268K sold.

Verity & Verity first reported a position in HESM in Q4 2025 and held it in 1 quarter. The position peaked at $268K in Q4 2025. 290 funds tracked by Wall St. Rank hold HESM as of Q1 2026.

Verity & Verity reported no remaining Hess Midstream position as of Q1 2026 after selling out during the quarter.
Verity & Verity sold 7,776 Hess Midstream shares in Q1 2026, an estimated $268K.
Verity & Verity first reported a position in Hess Midstream in Q4 2025 and held it in 1 quarter.
Verity & Verity's Hess Midstream position peaked at $268K in Q4 2025.
290 funds tracked by Wall St. Rank held Hess Midstream as of Q1 2026.

Based on Verity & Verity's 13F filing for Q1 2026, filed 15 Apr 2026.