Principia Wealth Advisory’s DT Midstream DTM Stock Holding History

Principia Wealth Advisory’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	$880	Hold	6	–	–	﹤0.01%	794
2026 Q1	$808	Hold	6	–	–	﹤0.01%	753
2025 Q4	$718	Hold	6	–	–	﹤0.01%	752
2025 Q3	$678	Buy	6 +1	+20%	+$105	﹤0.01%	730
2025 Q2	$550	Hold	5	–	–	﹤0.01%	716
2025 Q1	$465	Hold	5	–	–	﹤0.01%	592
2024 Q4	$497	Buy	+5	New	+$476	﹤0.01%	549

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

Principia Wealth Advisory's DTM Position: Q2 2026 in Review

Principia Wealth Advisory held its DT Midstream (DTM) position steady in Q2 2026 at 6 shares worth $880. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Principia Wealth Advisory first reported a position in DTM in Q4 2024 and has held it in 7 quarters since. 711 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

Principia Wealth Advisory held 6 shares of DT Midstream worth $880 as of Q2 2026.
Principia Wealth Advisory left its DT Midstream share count unchanged in Q2 2026.
DT Midstream made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #794 holding.
Principia Wealth Advisory first reported a position in DT Midstream in Q4 2024 and has held it in 7 quarters since.
711 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.