Position in HESM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,605,767
+$717,617 QoQ
Shares Held
67,038
+22.5% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
12 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 Mar 31, 2026Beacon Pointe Advisors, LLC holds $166,392,720 across 21 Oil & Gas Midstream names. HESM ranks #9 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
1,922,976 | $37,113,436 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
802,248 | $30,357,064 | |
| 3 | ENB |
Enbridge Inc
|
353,335 | $19,129,556 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
516,678 | $17,324,213 | |
| 5 | SBR |
Sabine Royalty Trust
|
221,967 | $16,722,993 | |
| 6 | WMB |
Williams Companies, Inc.
|
213,574 | $15,543,915 | |
| 7 | OKE |
Oneok Inc /New/
|
153,081 | $13,836,991 | |
| 8 | PBT |
Permian Basin Royalty Trust
|
157,833 | $3,396,566 |
All Filings in HESM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,605,767 | 67,038 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,888,150 | 54,729 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,905,052 | 55,139 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,617,332 | 67,965 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,789,702 | 65,966 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,831,725 | 49,466 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,878,691 | 53,266 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,941,013 | 53,266 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,899,354 | 52,570 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,550,091 | 49,007 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,298,702 | 44,583 | Shares | Sole | 2023-11-14 | |
| 2021-09-30 | $208,754 | 7,400 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||