Evergreen Capital Management
DTM icon

Evergreen Capital Management’s DT Midstream DTM Stock Holding History

Evergreen Capital 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
Q3 		$530K Sell
4,407
-31
-0.7% -$4.16K 0.01% 837
2026
Q2 		$655K Buy
4,438
+43
+1% +$6.08K 0.01% 743
2026
Q1 		$596K Sell
4,395
-15
-0.3% -$1.96K 0.01% 685
2025
Q4 		$531K Sell
4,410
-381
-8% -$43.8K 0.01% 710
2025
Q3 		$544K Buy
4,791
+1,532
+47% +$160K 0.01% 620
2025
Q2 		$361K Buy
3,259
+48
+1% +$4.86K 0.01% 720
2025
Q1 		$313K Buy
3,211
+26
+0.8% +$2.6K 0.01% 729
2024
Q4 		$319K Buy
3,185
+28
+0.9% +$2.67K 0.01% 705
2024
Q3 		$251K Buy
3,157
+78
+3% +$5.82K 0.01% 808
2024
Q2 		$221K Buy
+3,079
New +$202K 0.01% 804

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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.47B AUM 23.61% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Evergreen Capital Management's DTM Position: Q3 2026 in Review

Evergreen Capital Management reduced its DT Midstream (DTM) stake by 0.7% in Q3 2026, selling an estimated $4.16K and leaving 4,407 shares worth $530K. The position accounts for 0.01% of the portfolio, ranked #837.

Evergreen Capital Management first reported a position in DTM in Q2 2024 and has held it in 10 quarters since. The position peaked at $655K in Q2 2026. 552 funds tracked by Wall St. Rank hold DTM as of Q3 2026.

  • Evergreen Capital Management held 4,407 shares of DT Midstream worth $530K as of Q3 2026.
  • Evergreen Capital Management sold 31 DT Midstream shares in Q3 2026, an estimated $4.16K.
  • DT Midstream made up 0.01% of Evergreen Capital Management's portfolio in Q3 2026, its #837 holding.
  • Evergreen Capital Management first reported a position in DT Midstream in Q2 2024 and has held it in 10 quarters since.
  • Evergreen Capital Management's DT Midstream position peaked at $655K in Q2 2026.
  • 552 funds tracked by Wall St. Rank held DT Midstream as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.