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Morningstar Investment Management’s DT Midstream DTM Stock Holding History

Morningstar Investment 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
2025
Q3 		– Sell
-3,731
Closed -$410K – 492
2025
Q2 		$410K Buy
+3,731
New +$378K 0.04% 133
2025
Q1 		– Sell
-8,307
Closed -$826K – 117
2024
Q4 		$826K Sell
8,307
-5,116
-38% -$487K 0.07% 92
2024
Q3 		$1.16M Buy
+13,423
New +$1M 0.11% 74

Other funds holding DTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morningstar Investment Management's DTM Position: Q3 2025 in Review

Morningstar Investment Management sold out of DT Midstream (DTM) in Q3 2025, closing a stake of 3,731 shares — an estimated $410K sold.

Morningstar Investment Management first reported a position in DTM in Q3 2024 and held it in 3 quarters. The position peaked at $1.16M in Q3 2024. 605 funds tracked by Wall St. Rank hold DTM as of Q3 2025.

  • Morningstar Investment Management reported no remaining DT Midstream position as of Q3 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 3,731 DT Midstream shares in Q3 2025, an estimated $410K.
  • Morningstar Investment Management first reported a position in DT Midstream in Q3 2024 and held it in 3 quarters.
  • Morningstar Investment Management's DT Midstream position peaked at $1.16M in Q3 2024.
  • 605 funds tracked by Wall St. Rank held DT Midstream as of Q3 2025.

Based on Morningstar Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.