RIA
DTM icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Recurrent Investment Advisors's DTM Position: Q1 2026 in Review

Recurrent Investment Advisors increased its DT Midstream (DTM) stake by 0.39% in Q1 2026, buying an estimated $179K and bringing the position to 355,156 shares worth $47.8M. The position accounts for 2.88% of the portfolio, ranked #15.

Recurrent Investment Advisors first reported a position in DTM in Q2 2024 and has held it in 8 quarters since. 679 funds tracked by Wall St. Rank hold DTM as of Q1 2026.

  • Recurrent Investment Advisors held 355,156 shares of DT Midstream worth $47.8M as of Q1 2026.
  • Recurrent Investment Advisors bought 1,370 DT Midstream shares in Q1 2026, an estimated $179K.
  • DT Midstream made up 2.88% of Recurrent Investment Advisors's portfolio in Q1 2026, its #15 holding.
  • Recurrent Investment Advisors first reported a position in DT Midstream in Q2 2024 and has held it in 8 quarters since.
  • 679 funds tracked by Wall St. Rank held DT Midstream as of Q1 2026.

Based on Recurrent Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.