Position in HESM
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$5,697,370
+$3,285,889 QoQ
Shares Held
146,575
+109.7% QoQ
Ownership
0.114%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $1,399,326,029 across 31 Oil & Gas Midstream names. HESM ranks #19 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
4,570,199 | $332,619,083 | |
| 2 | ENB |
Enbridge Inc
|
3,818,125 | $206,713,287 | |
| 3 | TRGP |
Targa Resources Corp.
|
715,527 | $179,404,084 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
5,083,784 | $170,459,277 | |
| 5 | OKE |
Oneok Inc /New/
|
1,143,970 | $103,403,448 | |
| 6 | LNG |
Cheniere Energy, Inc.
|
332,477 | $94,343,673 | |
| 7 | TRP |
Tc Energy Corp
|
1,342,972 | $84,070,047 | |
| 8 | DTM |
DT Midstream, Inc.
|
287,734 | $38,749,137 |
All Filings in HESM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,697,370 | 146,575 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,411,481 | 69,898 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,284,618 | 66,125 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,409,917 | 62,579 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $3,863,529 | 91,358 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,450,265 | 120,180 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,118,407 | 116,768 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $4,289,425 | 117,712 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,384,375 | 121,350 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,275,796 | 40,335 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,414,115 | 48,545 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||