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Plato Investment Management’s Hess Midstream HESM Stock Holding History

Plato 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
Q1 		– Sell
-7,865
Closed -$292K – 565
2024
Q4 		$292K Buy
+7,865
New +$283K 0.02% 392
2024
Q3 		– Sell
-4,282
Closed -$156K – 557
2024
Q2 		$156K Hold
4,282
– – 0.01% 351
2024
Q1 		$155K Sell
4,282
-4,428
-51% -$150K 0.02% 332
2023
Q4 		$275K Buy
+8,710
New +$267K 0.34% 83

Other funds holding HESM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Plato Investment Management's HESM Position: Q1 2025 in Review

Plato Investment Management sold out of Hess Midstream (HESM) in Q1 2025, closing a stake of 7,865 shares — an estimated $292K sold.

Plato Investment Management first reported a position in HESM in Q4 2023 and held it in 4 quarters. The position peaked at $292K in Q4 2024. 274 funds tracked by Wall St. Rank hold HESM as of Q1 2025.

  • Plato Investment Management reported no remaining Hess Midstream position as of Q1 2025 after selling out during the quarter.
  • Plato Investment Management sold 7,865 Hess Midstream shares in Q1 2025, an estimated $292K.
  • Plato Investment Management first reported a position in Hess Midstream in Q4 2023 and held it in 4 quarters.
  • Plato Investment Management's Hess Midstream position peaked at $292K in Q4 2024.
  • 274 funds tracked by Wall St. Rank held Hess Midstream as of Q1 2025.

Based on Plato Investment Management's 13F filing for Q1 2025, filed 20 May 2025.