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Duff & Phelps Investment Management’s Hess Midstream HESM Stock Holding History

Duff & Phelps Investment Management’s Portfolio HESM Stock Details HESM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-16,929
Closed -$716K – 159
2025
Q1 		$716K Sell
16,929
-3,500
-17% -$143K 0.01% 139
2024
Q4 		$756K Hold
20,429
– – 0.01% 138
2024
Q3 		$721K Hold
20,429
– – 0.01% 140
2024
Q2 		$744K Buy
+20,429
New +$721K 0.01% 159
2023
Q4 		– Sell
-754,422
Closed -$22M – 254
2023
Q3 		$22M Buy
754,422
+2,000
+0.3% +$60.3K 0.29% 87
2023
Q2 		$23.1M Buy
752,422
+103,111
+16% +$2.97M 0.28% 89
2023
Q1 		$18.8M Sell
649,311
-10,000
-2% -$291K 0.23% 93
2022
Q4 		$19.7M Hold
659,311
– – 0.24% 95
2022
Q3 		$16.8M Buy
659,311
+120,070
+22% +$3.43M 0.21% 100
2022
Q2 		$15.1M Buy
539,241
+37,386
+7% +$1.15M 0.19% 97
2022
Q1 		$15.1M Buy
501,855
+82,035
+20% +$2.48M 0.17% 97
2021
Q4 		$11.6M Buy
419,820
+113,350
+37% +$2.94M 0.14% 105
2021
Q3 		$8.65M Sell
306,470
-36,586
-11% -$927K 0.11% 107
2021
Q2 		$8.66M Sell
343,056
-27,395
-7% -$661K 0.11% 108
2021
Q1 		$8.31M Buy
370,451
+317,500
+600% +$6.84M 0.11% 108
2020
Q4 		$1.04M Buy
52,951
+1,500
+3% +$27.2K 0.02% 184
2020
Q3 		$777K Hold
51,451
– – 0.01% 184
2020
Q2 		$943K Sell
51,451
-5,350
-9% -$89.2K 0.01% 177
2020
Q1 		$577K Sell
56,801
-172,700
-75% -$3.25M 0.01% 191
2019
Q4 		$5.21M Sell
229,501
-1,980
-0.9% -$41.4K 0.07% 119
2019
Q3 		$4.46M Sell
231,481
-21,500
-8% -$418K 0.06% 122
2019
Q2 		$4.93M Buy
252,981
+27,550
+12% +$567K 0.07% 123
2019
Q1 		$4.78M Buy
225,431
+2,370
+1% +$50.7K 0.07% 129
2018
Q4 		$3.79M Buy
223,061
+1,200
+0.5% +$24.8K 0.06% 136
2018
Q3 		$5.06M Buy
221,861
+1,000
+0.5% +$22.1K 0.08% 136
2018
Q2 		$4.35M Buy
220,861
+60,000
+37% +$1.21M 0.07% 143
2018
Q1 		$3.06M Buy
160,861
+31,000
+24% +$638K 0.05% 153
2017
Q4 		$2.57M Buy
129,861
+10,000
+8% +$206K 0.04% 163
2017
Q3 		$2.63M Hold
119,861
– – 0.04% 166
2017
Q2 		$2.44M Buy
+119,861
New +$2.86M 0.04% 171

Other funds holding HESM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Duff & Phelps Investment Management's HESM Position: Q2 2025 in Review

Duff & Phelps Investment Management sold out of Hess Midstream (HESM) in Q2 2025, closing a stake of 16,929 shares — an estimated $716K sold.

Duff & Phelps Investment Management first reported a position in HESM in Q2 2017 and held it in 30 quarters. The position peaked at $23.1M in Q2 2023. 273 funds tracked by Wall St. Rank hold HESM as of Q2 2025.

  • Duff & Phelps Investment Management reported no remaining Hess Midstream position as of Q2 2025 after selling out during the quarter.
  • Duff & Phelps Investment Management sold 16,929 Hess Midstream shares in Q2 2025, an estimated $716K.
  • Duff & Phelps Investment Management first reported a position in Hess Midstream in Q2 2017 and held it in 30 quarters.
  • Duff & Phelps Investment Management's Hess Midstream position peaked at $23.1M in Q2 2023.
  • 273 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2025.

Based on Duff & Phelps Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.