BGAI
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Bruce G. Allen Investments’s DT Midstream DTM Stock Holding History

Bruce G. Allen Investments’s Portfolio DTM Stock Details DTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.62K Hold
12
– – ﹤0.01% 724
2025
Q4 		$1.44K Hold
12
– – ﹤0.01% 755
2025
Q3 		$1.36K Hold
12
– – ﹤0.01% 764
2025
Q2 		$1.32K Hold
12
– – ﹤0.01% 773
2025
Q1 		$1.16K Hold
12
– – ﹤0.01% 781
2024
Q4 		$1.19K Hold
12
– – ﹤0.01% 795
2024
Q3 		$944 Hold
12
– – ﹤0.01% 830
2024
Q2 		$852 Hold
12
– – ﹤0.01% 789
2024
Q1 		$733 Hold
12
– – ﹤0.01% 819
2023
Q4 		$658 Buy
+12
New +$661 ﹤0.01% 889

Other funds holding DTM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return