Position in HESM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$5,173,324
+$633,021 QoQ
Shares Held
133,093
+1.1% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HESM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $139,138,050 across 19 Oil & Gas Midstream names. HESM ranks #9 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
876,343 | $33,160,819 | |
| 2 | OKE |
Oneok Inc /New/
|
204,045 | $18,443,626 | |
| 3 | PAGP |
Plains Gp Holdings LP
|
692,615 | $16,816,692 | |
| 4 | ET |
Energy Transfer LP
|
862,598 | $16,648,141 | |
| 5 | MPLX |
Mplx LP
|
183,994 | $10,500,537 | |
| 6 | ENB |
Enbridge Inc
|
126,512 | $6,849,359 | |
| 7 | WES |
Western Midstream Partners, LP
|
158,167 | $6,511,735 | |
| 8 | AM |
Antero Midstream Corp
|
276,968 | $6,314,869 |
All Filings in HESM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,173,324 | 133,093 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,540,303 | 131,603 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,241,530 | 122,765 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $4,594,628 | 119,310 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $708,780 | 16,760 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $620,622 | 16,760 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||