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Cornerstone Planning Group’s DT Midstream DTM Stock Holding History

Cornerstone Planning Group’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 		$6.51K Sell
45
-1
-2% -$141 ﹤0.01% 1020
2026
Q1 		$6.62K Buy
46
+16
+53% +$2.09K ﹤0.01% 1018
2025
Q4 		$3.73K Sell
30
-10
-25% -$1.15K ﹤0.01% 1052
2025
Q3 		$5.52K Buy
+40
New +$4.18K ﹤0.01% 926

Other funds holding DTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Cornerstone Planning Group's DTM Position: Q2 2026 in Review

Cornerstone Planning Group reduced its DT Midstream (DTM) stake by 2.2% in Q2 2026, selling an estimated $141 and leaving 45 shares worth $6.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

Cornerstone Planning Group first reported a position in DTM in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.62K in Q1 2026. 414 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Cornerstone Planning Group held 45 shares of DT Midstream worth $6.51K as of Q2 2026.
  • Cornerstone Planning Group sold 1 DT Midstream share in Q2 2026, an estimated $141.
  • DT Midstream made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1020 holding.
  • Cornerstone Planning Group first reported a position in DT Midstream in Q3 2025 and has held it in 4 quarters since.
  • Cornerstone Planning Group's DT Midstream position peaked at $6.62K in Q1 2026.
  • 414 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.