Position in HESM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$50,975,478
-$10,751,577 QoQ
Shares Held
1,311,435
-26.7% QoQ
Ownership
1.02%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in HESM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026WESTWOOD HOLDINGS GROUP INC holds $2,719,211,748 across 24 Oil & Gas Midstream names. HESM ranks #15 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
4,701,198 | $342,153,190 | |
| 2 | ET |
Energy Transfer LP
|
16,984,384 | $327,798,611 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
7,756,161 | $260,064,078 | |
| 4 | LNG |
Cheniere Energy, Inc.
|
749,722 | $212,741,114 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
5,496,068 | $207,971,213 | |
| 6 | ENB |
Enbridge Inc
|
3,754,855 | $203,287,849 | |
| 7 | TRGP |
Targa Resources Corp.
|
602,242 | $151,000,136 | |
| 8 | DTM |
DT Midstream, Inc.
|
1,075,249 | $144,803,782 |
All Filings in HESM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $50,975,478 | 1,311,435 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $61,727,055 | 1,789,190 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $72,479,473 | 2,097,814 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $80,738,525 | 2,096,560 | Shares | Defined | 2025-10-08 | |
| 2025-03-31 | $46,077,576 | 1,089,562 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $51,112,471 | 1,380,299 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $69,646,998 | 1,974,681 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $70,566,861 | 1,936,522 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $30,843,530 | 853,682 | Shares | Defined | 2024-06-06 | |
| 2023-12-31 | $21,431,317 | 677,563 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $24,022,112 | 824,652 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $34,967,560 | 1,139,751 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $11,910,025 | 411,542 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $10,180,280 | 340,250 | Shares | Defined | 2023-02-14 | |
| 2020-06-30 | $1,222,090 | 66,708 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $890,930 | 87,690 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||