LFP
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Lakeshore Financial Planning’s DT Midstream DTM Stock Holding History

Lakeshore Financial Planning’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 		$431K Buy
2,933
+69
+2% +$9.76K 0.14% 51
2026
Q1 		$386K Buy
2,864
+55
+2% +$7.17K 0.14% 46
2025
Q4 		$336K Sell
2,809
-64
-2% -$7.35K 0.12% 56
2025
Q3 		$325K Buy
2,873
+1
+0% +$105 0.12% 52
2025
Q2 		$316K Buy
2,872
+3
+0.1% +$304 0.13% 48
2025
Q1 		$277K Buy
2,869
+1
+0% +$100 0.12% 55
2024
Q4 		$285K Buy
2,868
+116
+4% +$11K 0.12% 53
2024
Q3 		$217K Buy
+2,752
New +$205K 0.1% 69

Other funds holding DTM

WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Lakeshore Financial Planning's DTM Position: Q2 2026 in Review

Lakeshore Financial Planning increased its DT Midstream (DTM) stake by 2.4% in Q2 2026, buying an estimated $9.76K and bringing the position to 2,933 shares worth $431K. The position accounts for 0.14% of the portfolio, ranked #51.

Lakeshore Financial Planning first reported a position in DTM in Q3 2024 and has held it in 8 quarters since. 257 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Lakeshore Financial Planning held 2,933 shares of DT Midstream worth $431K as of Q2 2026.
  • Lakeshore Financial Planning bought 69 DT Midstream shares in Q2 2026, an estimated $9.76K.
  • DT Midstream made up 0.14% of Lakeshore Financial Planning's portfolio in Q2 2026, its #51 holding.
  • Lakeshore Financial Planning first reported a position in DT Midstream in Q3 2024 and has held it in 8 quarters since.
  • 257 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.