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Richard Bernstein Advisors’s DT Midstream DTM Stock Holding History

Richard Bernstein 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
2025
Q2 		– Sell
-55,433
Closed -$5.35M – 219
2025
Q1 		$5.35M Sell
55,433
-2,361
-4% -$236K 0.13% 54
2024
Q4 		$5.75M Hold
57,794
– – 0.13% 56
2024
Q3 		$4.55M Hold
57,794
– – 0.1% 86
2024
Q2 		$4.11M Hold
57,794
– – 0.09% 88
2024
Q1 		$3.53M Hold
57,794
– – 0.08% 117
2023
Q4 		$3.17M Buy
57,794
+43
+0.1% +$2.37K 0.07% 125
2023
Q3 		$3.06M Buy
+57,751
New +$3.01M 0.07% 100

Other funds holding DTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Richard Bernstein Advisors's DTM Position: Q2 2025 in Review

Richard Bernstein Advisors sold out of DT Midstream (DTM) in Q2 2025, closing a stake of 55,433 shares — an estimated $5.35M sold.

Richard Bernstein Advisors first reported a position in DTM in Q3 2023 and held it in 7 quarters. The position peaked at $5.75M in Q4 2024. 609 funds tracked by Wall St. Rank hold DTM as of Q2 2025.

  • Richard Bernstein Advisors reported no remaining DT Midstream position as of Q2 2025 after selling out during the quarter.
  • Richard Bernstein Advisors sold 55,433 DT Midstream shares in Q2 2025, an estimated $5.35M.
  • Richard Bernstein Advisors first reported a position in DT Midstream in Q3 2023 and held it in 7 quarters.
  • Richard Bernstein Advisors's DT Midstream position peaked at $5.75M in Q4 2024.
  • 609 funds tracked by Wall St. Rank held DT Midstream as of Q2 2025.

Based on Richard Bernstein Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.