RIA
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Recurrent Investment Advisors’s DT Midstream DTM Stock Holding History

Recurrent Investment 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 		$52.1M Sell
355,154
-2
-0% -$283 3.24% 14
2026
Q1 		$47.8M Buy
355,156
+1,370
+0.4% +$179K 2.88% 15
2025
Q4 		$42.3M Buy
353,786
+1,768
+0.5% +$203K 3.13% 16
2025
Q3 		$39.8M Buy
352,018
+1,090
+0.3% +$114K 3.05% 18
2025
Q2 		$38.6M Buy
350,928
+750
+0.2% +$76K 3.12% 18
2025
Q1 		$33.8M Buy
350,178
+10,649
+3% +$1.07M 2.86% 16
2024
Q4 		$33.8M Buy
339,529
+11,670
+4% +$1.11M 3.1% 15
2024
Q3 		$25.8M Buy
327,859
+29,156
+10% +$2.18M 2.56% 16
2024
Q2 		$21.2M Buy
+298,703
New +$19.6M 2.23% 20

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

Recurrent Investment Advisors's DTM Position: Q2 2026 in Review

Recurrent Investment Advisors reduced its DT Midstream (DTM) stake by 0% in Q2 2026, selling an estimated $283 and leaving 355,154 shares worth $52.1M. The position accounts for 3.24% of the portfolio, ranked #14.

Recurrent Investment Advisors first reported a position in DTM in Q2 2024 and has held it in 9 quarters since. 711 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Recurrent Investment Advisors held 355,154 shares of DT Midstream worth $52.1M as of Q2 2026.
  • Recurrent Investment Advisors sold 2 DT Midstream shares in Q2 2026, an estimated $283.
  • DT Midstream made up 3.24% of Recurrent Investment Advisors's portfolio in Q2 2026, its #14 holding.
  • Recurrent Investment Advisors first reported a position in DT Midstream in Q2 2024 and has held it in 9 quarters since.
  • 711 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Recurrent Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.