Position in HESM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$6,575,909
+$621,140 QoQ
Shares Held
169,177
-2.0% QoQ
Ownership
0.132%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in HESM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $1,222,948,837 across 37 Oil & Gas Midstream names. HESM ranks #17 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
3,772,490 | $274,561,818 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
4,067,750 | $153,923,657 | |
| 3 | ENB |
Enbridge Inc
|
2,645,390 | $143,221,411 | |
| 4 | ET |
Energy Transfer LP
|
6,691,054 | $129,137,341 | |
| 5 | LNG |
Cheniere Energy, Inc.
|
385,782 | $109,469,495 | |
| 6 | OKE |
Oneok Inc /New/
|
906,045 | $81,897,405 | |
| 7 | MPLX |
Mplx LP
|
1,330,465 | $75,929,636 | |
| 8 | KMI |
Kinder Morgan, Inc.
|
1,940,547 | $65,066,537 |
All Filings in HESM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,575,909 | 169,177 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $5,954,769 | 172,602 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,115,930 | 32,299 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $708,545 | 18,399 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $685,478 | 16,209 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $475,761 | 12,848 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $405,252 | 11,490 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $303,982 | 8,342 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $224,656 | 6,218 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $212,933 | 6,732 | Shares | Defined | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||