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Dougherty & Associates’s DT Midstream DTM Stock Holding History

Dougherty & Associates’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 		$464K Buy
3,161
+21
+0.7% +$2.97K 0.37% 43
2026
Q1 		$423K Buy
3,140
+22
+0.7% +$2.87K 0.39% 42
2025
Q4 		$373K Buy
+3,118
New +$358K 0.33% 42

Other funds holding DTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Neuberger Berman Group
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
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Dougherty & Associates's DTM Position: Q2 2026 in Review

Dougherty & Associates increased its DT Midstream (DTM) stake by 0.67% in Q2 2026, buying an estimated $2.97K and bringing the position to 3,161 shares worth $464K. The position accounts for 0.37% of the portfolio, ranked #43.

Dougherty & Associates first reported a position in DTM in Q4 2025 and has held it in 3 quarters since. 709 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Dougherty & Associates held 3,161 shares of DT Midstream worth $464K as of Q2 2026.
  • Dougherty & Associates bought 21 DT Midstream shares in Q2 2026, an estimated $2.97K.
  • DT Midstream made up 0.37% of Dougherty & Associates's portfolio in Q2 2026, its #43 holding.
  • Dougherty & Associates first reported a position in DT Midstream in Q4 2025 and has held it in 3 quarters since.
  • 709 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Dougherty & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.