Financial Perspectives’s DT Midstream DTM Stock Holding History

Financial Perspectives’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	$86.3K	Buy	641 +2	+0.3%	+$261	0.02%	245
2025 Q4	$76.4K	Buy	639 +3	+0.5%	+$345	0.02%	260
2025 Q3	$71.9K	Buy	636 +2	+0.3%	+$209	0.02%	270
2025 Q2	$69.6K	Buy	634 +3	+0.5%	+$304	0.02%	266
2025 Q1	$60.9K	Buy	631 +2	+0.3%	+$200	0.02%	274
2024 Q4	$62.5K	Buy	629 +3	+0.5%	+$286	0.02%	274
2024 Q3	$49.2K	Buy	626 +3	+0.5%	+$224	0.02%	287
2024 Q2	$44.2K	Buy	623 +4	+0.6%	+$263	0.02%	292
2024 Q1	$37.8K	Buy	619 +4	+0.7%	+$223	0.01%	306
2023 Q4	$33.7K	Hold	615	–	–	0.01%	315
2023 Q3	$32.5K	Hold	615	–	–	0.01%	303
2023 Q2	$30.5K	Hold	615	–	–	0.01%	316
2023 Q1	$30.4K	Hold	615	–	–	0.01%	311
2022 Q4	$34K	Hold	615	–	–	0.02%	294
2022 Q3	$31.9K	Hold	615	–	–	0.02%	286
2022 Q2	$30.1K	Hold	615	–	–	0.02%	299
2022 Q1	$33.4K	Hold	615	–	–	0.02%	302
2021 Q4	$29.5K	Hold	615	–	–	0.01%	310
2021 Q3	$28.4K	Buy	+615	New	+$26.9K	0.01%	312

Other funds holding DTM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Neuberger Berman Group

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

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

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

Geode Capital Management

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