Harbor Investment Advisory’s DT Midstream DTM Stock Holding History

Harbor Investment Advisory’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	$1.47K	Hold	10	–	–	﹤0.01%	1219
2026 Q1	$1.35K	Hold	10	–	–	﹤0.01%	1138
2025 Q4	$1.2K	Hold	10	–	–	﹤0.01%	1160
2025 Q3	$1.13K	Hold	10	–	–	﹤0.01%	1120
2025 Q2	$1.1K	Hold	10	–	–	﹤0.01%	1117
2025 Q1	$965	Hold	10	–	–	﹤0.01%	1120
2024 Q4	$994	Hold	10	–	–	﹤0.01%	1096
2024 Q3	$787	Hold	10	–	–	﹤0.01%	1107
2024 Q2	$710	Hold	10	–	–	﹤0.01%	1119
2024 Q1	$611	Hold	10	–	–	﹤0.01%	1251
2023 Q4	$548	Hold	10	–	–	﹤0.01%	1107
2023 Q3	$529	Hold	10	–	–	﹤0.01%	1124
2023 Q2	$496	Sell	10 -10	-50%	-$478	﹤0.01%	1284
2023 Q1	$987	Hold	20	–	–	﹤0.01%	1259
2022 Q4	$1.1K	Hold	20	–	–	﹤0.01%	1243
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	1268
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	1287
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	1289
2021 Q4	$1K	Hold	20	–	–	﹤0.01%	1260
2021 Q3	$1K	Buy	+20	New	+$875	﹤0.01%	1267

Other funds holding DTM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return