Legacy Capital Group California’s DT Midstream DTM Stock Holding History

Legacy Capital Group California’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	$556K	Sell	3,788 -135	-3%	-$19.1K	0.17%	180
2026 Q1	$528K	Sell	3,923 -708	-15%	-$92.3K	0.2%	166
2025 Q4	$554K	Sell	4,631 -362	-7%	-$41.6K	0.13%	193
2025 Q3	$565K	Buy	4,993 +743	+17%	+$77.6K	0.14%	188
2025 Q2	$467K	Buy	4,250 +326	+8%	+$33K	0.13%	197
2025 Q1	$379K	Buy	3,924 +554	+16%	+$55.4K	0.13%	194
2024 Q4	$335K	Buy	3,370 +387	+13%	+$36.9K	0.1%	229
2024 Q3	$235K	Buy	+2,983	New	+$223K	0.08%	284

Other funds holding DTM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Legacy Capital Group California's DTM Position: Q2 2026 in Review

Legacy Capital Group California reduced its DT Midstream (DTM) stake by 3.4% in Q2 2026, selling an estimated $19.1K and leaving 3,788 shares worth $556K. The position accounts for 0.17% of the portfolio, ranked #180.

Legacy Capital Group California first reported a position in DTM in Q3 2024 and has held it in 8 quarters since. The position peaked at $565K in Q3 2025. 711 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

Legacy Capital Group California held 3,788 shares of DT Midstream worth $556K as of Q2 2026.
Legacy Capital Group California sold 135 DT Midstream shares in Q2 2026, an estimated $19.1K.
DT Midstream made up 0.17% of Legacy Capital Group California's portfolio in Q2 2026, its #180 holding.
Legacy Capital Group California first reported a position in DT Midstream in Q3 2024 and has held it in 8 quarters since.
Legacy Capital Group California's DT Midstream position peaked at $565K in Q3 2025.
711 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.