Morningstar Investment Management’s DT Midstream DTM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$410K Buy
+3,731
New +$410K 0.04% 133
2025
Q1
Sell
-8,307
Closed -$826K 117
2024
Q4
$826K Sell
8,307
-5,116
-38% -$509K 0.07% 92
2024
Q3
$1.16M Buy
+13,423
New +$1.16M 0.11% 74