Cape Investment Advisory’s DT Midstream DTM Stock Holding History

Cape Investment Advisory’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	–	Sell	-13	Closed	-$1.56K	–	457
2025 Q4	$1.56K	Buy	+13	New	+$1.49K	﹤0.01%	1137

Other funds holding DTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cape Investment Advisory's DTM Position: Q1 2026 in Review

Cape Investment Advisory sold out of DT Midstream (DTM) in Q1 2026, closing a stake of 13 shares — an estimated $1.56K sold.

Cape Investment Advisory first reported a position in DTM in Q4 2025 and held it in 1 quarter. The position peaked at $1.56K in Q4 2025. 683 funds tracked by Wall St. Rank hold DTM as of Q1 2026.

Cape Investment Advisory reported no remaining DT Midstream position as of Q1 2026 after selling out during the quarter.
Cape Investment Advisory sold 13 DT Midstream shares in Q1 2026, an estimated $1.56K.
Cape Investment Advisory first reported a position in DT Midstream in Q4 2025 and held it in 1 quarter.
Cape Investment Advisory's DT Midstream position peaked at $1.56K in Q4 2025.
683 funds tracked by Wall St. Rank held DT Midstream as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.