Capital Advisors Ltd’s DT Midstream DTM Stock Holding History

Capital Advisors Ltd’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	$2K	Hold	15	–	–	﹤0.01%	1105
2026 Q1	$2K	Hold	15	–	–	﹤0.01%	1092
2025 Q4	$2K	Hold	15	–	–	﹤0.01%	1070
2025 Q3	$2K	Hold	15	–	–	﹤0.01%	1055
2025 Q2	$2K	Hold	15	–	–	﹤0.01%	1051
2025 Q1	$1K	Hold	15	–	–	﹤0.01%	1155
2024 Q4	$1K	Hold	15	–	–	﹤0.01%	1179
2024 Q3	$1K	Hold	15	–	–	﹤0.01%	1177
2024 Q2	$1K	Buy	15 +2	+15%	+$131	﹤0.01%	1162
2024 Q1	$1K	Buy	+13	New	+$723	﹤0.01%	1165
2023 Q4	–	Sell	-2,189	Closed	-$116K	–	1337
2023 Q3	$116K	Hold	2,189	–	–	0.02%	316
2023 Q2	$109K	Sell	2,189 -10	-0.5%	-$478	0.02%	332
2023 Q1	$109K	Buy	2,199 +10	+0.5%	+$518	0.02%	304
2022 Q4	$121K	Hold	2,189	–	–	0.02%	294
2022 Q3	$114K	Sell	2,189 -9	-0.4%	-$486	0.02%	295
2022 Q2	$108K	Hold	2,198	–	–	0.02%	300
2022 Q1	$119K	Buy	2,198 +2,189	+24,322%	+$114K	0.02%	298
2021 Q4	$0	Buy	+9	New	+$431	﹤0.01%	841

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

TCA

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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Advisors Ltd's DTM Position: Q2 2026 in Review

Capital Advisors Ltd held its DT Midstream (DTM) position steady in Q2 2026 at 15 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

Capital Advisors Ltd first reported a position in DTM in Q4 2021 and has held it in 18 quarters since. The position peaked at $121K in Q4 2022. 706 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

Capital Advisors Ltd held 15 shares of DT Midstream worth $2K as of Q2 2026.
Capital Advisors Ltd left its DT Midstream share count unchanged in Q2 2026.
DT Midstream made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1105 holding.
Capital Advisors Ltd first reported a position in DT Midstream in Q4 2021 and has held it in 18 quarters since.
Capital Advisors Ltd's DT Midstream position peaked at $121K in Q4 2022.
706 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.