Essex Investment Management’s DT Midstream DTM Stock Holding History

Essex Investment Management’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	$47.8K	Sell	355 -9	-2%	-$1.17K	0.01%	259
2025 Q4	$43.6K	Hold	364	–	–	0.01%	262
2025 Q3	$41.2K	Hold	364	–	–	0.01%	258
2025 Q2	$40K	Hold	364	–	–	0.01%	256
2025 Q1	$35.1K	Sell	364 -3	-0.8%	-$300	0.01%	265
2024 Q4	$36.5K	Hold	367	–	–	0.01%	265
2024 Q3	$28.9K	Hold	367	–	–	0.01%	277
2024 Q2	$26.1K	Hold	367	–	–	﹤0.01%	280
2024 Q1	$22.4K	Hold	367	–	–	﹤0.01%	279
2023 Q4	$20.1K	Hold	367	–	–	﹤0.01%	289
2023 Q3	$19.4K	Hold	367	–	–	﹤0.01%	332
2023 Q2	$18.2K	Hold	367	–	–	﹤0.01%	343
2023 Q1	$18.1K	Hold	367	–	–	﹤0.01%	349
2022 Q4	$20K	Hold	367	–	–	﹤0.01%	348
2022 Q3	$19K	Hold	367	–	–	﹤0.01%	344
2022 Q2	$18K	Hold	367	–	–	﹤0.01%	362
2022 Q1	$20K	Hold	367	–	–	﹤0.01%	351
2021 Q4	$18K	Hold	367	–	–	﹤0.01%	368
2021 Q3	$17K	Buy	+367	New	+$16.1K	﹤0.01%	381

Other funds holding DTM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Essex Investment Management's DTM Position: Q1 2026 in Review

Essex Investment Management reduced its DT Midstream (DTM) stake by 2.5% in Q1 2026, selling an estimated $1.17K and leaving 355 shares worth $47.8K. The position accounts for 0.01% of the portfolio, ranked #259.

Essex Investment Management first reported a position in DTM in Q3 2021 and has held it in 19 quarters since. 681 funds tracked by Wall St. Rank hold DTM as of Q1 2026.

Essex Investment Management held 355 shares of DT Midstream worth $47.8K as of Q1 2026.
Essex Investment Management sold 9 DT Midstream shares in Q1 2026, an estimated $1.17K.
DT Midstream made up 0.01% of Essex Investment Management's portfolio in Q1 2026, its #259 holding.
Essex Investment Management first reported a position in DT Midstream in Q3 2021 and has held it in 19 quarters since.
681 funds tracked by Wall St. Rank held DT Midstream as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.