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Plante Moran Financial Advisors’s DT Midstream DTM Stock Holding History

Plante Moran Financial 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 		$625K Sell
4,260
-98
-2% -$13.9K 0.03% 81
2026
Q1 		$587K Hold
4,358
– – 0.04% 81
2025
Q4 		$522K Sell
4,358
-281
-6% -$32.3K 0.03% 92
2025
Q3 		$525K Hold
4,639
– – 0.03% 84
2025
Q2 		$510K Sell
4,639
-465
-9% -$47.1K 0.04% 84
2025
Q1 		$492K Sell
5,104
-94
-2% -$9.4K 0.04% 79
2024
Q4 		$517K Buy
5,198
+260
+5% +$24.8K 0.04% 81
2024
Q3 		$388K Buy
4,938
+482
+11% +$36K 0.03% 101
2024
Q2 		$316K Hold
4,456
– – 0.03% 121
2024
Q1 		$272K Sell
4,456
-100
-2% -$5.57K 0.03% 139
2023
Q4 		$250K Buy
4,556
+327
+8% +$18K 0.03% 139
2023
Q3 		$224K Sell
4,229
-359
-8% -$18.7K 0.03% 135
2023
Q2 		$227K Hold
4,588
– – 0.03% 136
2023
Q1 		$227K Hold
4,588
– – 0.03% 130
2022
Q4 		$254K Hold
4,588
– – 0.04% 131
2022
Q3 		$238K Hold
4,588
– – 0.04% 127
2022
Q2 		$225K Sell
4,588
-238
-5% -$13K 0.04% 137
2022
Q1 		$262K Sell
4,826
-274
-5% -$14.3K 0.05% 132
2021
Q4 		$245K Sell
5,100
-324
-6% -$15.5K 0.04% 162
2021
Q3 		$251K Buy
+5,424
New +$237K 0.06% 159

Other funds holding DTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Neuberger Berman Group
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
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Plante Moran Financial Advisors's DTM Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its DT Midstream (DTM) stake by 2.2% in Q2 2026, selling an estimated $13.9K and leaving 4,260 shares worth $625K. The position accounts for 0.03% of the portfolio, ranked #81.

Plante Moran Financial Advisors first reported a position in DTM in Q3 2021 and has held it in 20 quarters since. 709 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Plante Moran Financial Advisors held 4,260 shares of DT Midstream worth $625K as of Q2 2026.
  • Plante Moran Financial Advisors sold 98 DT Midstream shares in Q2 2026, an estimated $13.9K.
  • DT Midstream made up 0.03% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #81 holding.
  • Plante Moran Financial Advisors first reported a position in DT Midstream in Q3 2021 and has held it in 20 quarters since.
  • 709 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.