Hennessy Midstream Fund

Actively managed U.S. midstream energy infrastructure equities focused on income, cash generation and shareholder returns.$78M AUM2 published ideas

The Hennessy Midstream Fund invests across U.S. midstream infrastructure, where the managers emphasize stable fee-based cash flows, disciplined self-funded capital spending and shareholder cash returns. The June 2026 commentary highlights LNG export expansion, AI-driven power demand and rising natural gas infrastructure needs as major sector tailwinds. Total fund assets were $78 million as of June 30, 2026. ([Hennessy Funds][1])

www.hennessyfunds.com/funds/midstream

Ideas from Hennessy Midstream Fund

LongWMBJun 2026

The Williams Companies, Inc.

Natural gas demand is accelerating because of LNG export expansion and AI-driven power needs. Williams is pursuing infrastructure positioned directly against both themes…

LongWMBJun 2026

The Williams Companies, Inc.

Natural gas demand is accelerating because of LNG export expansion and AI-driven power needs. Williams is pursuing infrastructure positioned directly against both themes…

Letters covered

  • Hennessy Midstream Fund Semi-Annual CommentaryJune 30, 2026
  • Hennessy Midstream Fund Semi-Annual CommentaryJune 30, 2026

Source PDFs are not republished here; only extracted ideas and quotes.