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Burkett Financial Services’s DT Midstream DTM Stock Holding History

Burkett Financial Services’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
Q2 		$100K Sell
683
-119
-15% -$16.8K 0.03% 72
2026
Q1 		$108K Hold
802
– – 0.04% 69
2025
Q4 		$96.1K Sell
802
-1
-0.1% -$115 0.03% 74
2025
Q3 		$90.8K Buy
803
+6
+0.8% +$627 0.03% 78
2025
Q2 		$87.6K Buy
797
+7
+0.9% +$709 0.03% 75
2025
Q1 		$76.2K Buy
790
+5
+0.6% +$500 0.03% 76
2024
Q4 		$78K Hold
785
– – 0.03% 69
2024
Q3 		$61.7K Buy
785
+8
+1% +$597 0.03% 75
2024
Q2 		$55.2K Buy
777
+9
+1% +$591 0.03% 75
2024
Q1 		$46.9K Buy
768
+10
+1% +$556 0.02% 86
2023
Q4 		$41.5K Buy
+758
New +$41.7K 0.02% 90

Other funds holding DTM

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Burkett Financial Services's DTM Position: Q2 2026 in Review

Burkett Financial Services reduced its DT Midstream (DTM) stake by 15% in Q2 2026, selling an estimated $16.8K and leaving 683 shares worth $100K. The position accounts for 0.03% of the portfolio, ranked #72.

Burkett Financial Services first reported a position in DTM in Q4 2023 and has held it in 11 quarters since. The position peaked at $108K in Q1 2026. 135 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Burkett Financial Services held 683 shares of DT Midstream worth $100K as of Q2 2026.
  • Burkett Financial Services sold 119 DT Midstream shares in Q2 2026, an estimated $16.8K.
  • DT Midstream made up 0.03% of Burkett Financial Services's portfolio in Q2 2026, its #72 holding.
  • Burkett Financial Services first reported a position in DT Midstream in Q4 2023 and has held it in 11 quarters since.
  • Burkett Financial Services's DT Midstream position peaked at $108K in Q1 2026.
  • 135 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.