NewEdge Advisors’s DT Midstream DTM Stock Holding History

NewEdge Advisors’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	$2.08M	Sell	14,194 -189	-1%	-$26.7K	0.01%	1197
2026 Q1	$1.94M	Buy	14,383 +492	+4%	+$64.2K	0.01%	1126
2025 Q4	$1.66M	Buy	13,891 +748	+6%	+$86K	0.01%	1168
2025 Q3	$1.49M	Sell	13,143 -641	-5%	-$67K	0.01%	1168
2025 Q2	$1.52M	Buy	13,784 +153	+1%	+$15.5K	0.01%	1066
2025 Q1	$1.32M	Buy	13,631 +218	+2%	+$21.8K	0.01%	1040
2024 Q4	$1.33M	Buy	13,413 +142	+1%	+$13.5K	0.01%	1016
2024 Q3	$1.04M	Buy	13,271 +393	+3%	+$29.3K	0.01%	1082
2024 Q2	$915K	Buy	12,878 +733	+6%	+$48.1K	0.01%	1117
2024 Q1	$742K	Sell	12,145 -1,192	-9%	-$66.3K	0.01%	1144
2023 Q4	$720K	Sell	13,337 -993	-7%	-$54.7K	0.01%	1103
2023 Q3	$758K	Buy	14,330 +10,003	+231%	+$522K	0.01%	983
2023 Q2	$215K	Sell	4,327 -4,457	-51%	-$213K	﹤0.01%	1605
2023 Q1	$434K	Buy	8,784 +93	+1%	+$4.82K	0.01%	1168
2022 Q4	$248K	Buy	8,691 +4,461	+105%	+$255K	0.01%	1096
2022 Q3	$219K	Buy	4,230 +24	+0.6%	+$1.29K	﹤0.01%	1335
2022 Q2	$206K	Buy	+4,206	New	+$230K	﹤0.01%	1386
2022 Q1	–	Sell	-4,377	Closed	-$210K	–	1282
2021 Q4	$210K	Buy	+4,377	New	+$210K	﹤0.01%	1501

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

NewEdge Advisors's DTM Position: Q2 2026 in Review

NewEdge Advisors reduced its DT Midstream (DTM) stake by 1.3% in Q2 2026, selling an estimated $26.7K and leaving 14,194 shares worth $2.08M. The position accounts for 0.01% of the portfolio, ranked #1197.

NewEdge Advisors first reported a position in DTM in Q4 2021 and has held it in 18 quarters since. 711 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

NewEdge Advisors held 14,194 shares of DT Midstream worth $2.08M as of Q2 2026.
NewEdge Advisors sold 189 DT Midstream shares in Q2 2026, an estimated $26.7K.
DT Midstream made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1197 holding.
NewEdge Advisors first reported a position in DT Midstream in Q4 2021 and has held it in 18 quarters since.
711 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.