Position in HESM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$9,039,491
+$1,088,089 QoQ
Shares Held
240,412
+17.5% QoQ
Ownership
0.187%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#50
of 285 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HESM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026LPL Financial LLC holds $1,339,283,823 across 45 Oil & Gas Midstream names. HESM ranks #17 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
3,662,839 | $198,562,502 | |
| 2 | WMB |
Williams Companies, Inc.
|
2,219,798 | $165,019,783 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
4,261,876 | $156,666,561 | |
| 4 | OKE |
Oneok Inc /New/
|
1,662,568 | $144,543,661 | |
| 5 | ET |
Energy Transfer LP
|
7,510,573 | $143,602,155 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
4,306,757 | $137,687,021 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
339,433 | $81,127,881 | |
| 8 | TRP |
Tc Energy Corp
|
963,177 | $63,849,003 |
All Filings in HESM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,039,491 | 240,412 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $7,951,402 | 204,564 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,848,457 | 198,506 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,667,785 | 221,933 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,923,075 | 231,708 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,264,650 | 195,428 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $7,206,408 | 194,610 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $6,548,510 | 185,668 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $5,235,079 | 143,663 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $5,187,978 | 143,592 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,735,408 | 118,097 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,516,282 | 120,710 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,776,509 | 90,499 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,537,777 | 87,691 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,866,200 | 62,373 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,533,879 | 60,105 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,544,032 | 55,144 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,651,980 | 55,066 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,448,917 | 52,440 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,080,301 | 38,295 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $936,320 | 37,082 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $681,545 | 30,399 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $219,594 | 11,221 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $155,152 | 10,275 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $236,456 | 12,907 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $128,889 | 12,686 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||