Caldwell Sutter Capital’s DT Midstream DTM Stock Holding History

Caldwell Sutter Capital’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	$4.04K	Hold	30	–	–	﹤0.01%	667
2025 Q4	$3.59K	Hold	30	–	–	﹤0.01%	672
2025 Q3	$3.39K	Hold	30	–	–	﹤0.01%	680
2025 Q2	$3.3K	Hold	30	–	–	﹤0.01%	662
2025 Q1	$2.89K	Sell	30 -30	-50%	-$3K	﹤0.01%	689
2024 Q4	$5.97K	Hold	60	–	–	﹤0.01%	619
2024 Q3	$4.72K	Hold	60	–	–	﹤0.01%	648
2024 Q2	$4.26K	Hold	60	–	–	﹤0.01%	650
2024 Q1	$3.67K	Hold	60	–	–	﹤0.01%	663
2023 Q4	$3.29K	Sell	60 -5	-8%	-$275	﹤0.01%	688
2023 Q3	$3.44K	Sell	65 -50	-43%	-$2.61K	﹤0.01%	649
2023 Q2	$5.7K	Buy	115 +55	+92%	+$2.63K	﹤0.01%	589
2023 Q1	$2.96K	Buy	+60	New	+$3.11K	﹤0.01%	465

Other funds holding DTM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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 New York $24.2B AUM 26.83% 1-Year Est. Return

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