Simon Quick Advisors
DTM icon

Simon Quick Advisors’s DT Midstream DTM Stock Holding History

Simon Quick 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
Q3 		$693K Buy
5,801
+199
+4% +$26.7K 0.03% 252
2026
Q2 		$822K Sell
5,602
-8
-0.1% -$1.13K 0.03% 215
2026
Q1 		$755K Buy
5,610
+8
+0.1% +$1.04K 0.03% 201
2025
Q4 		$670K Buy
+5,602
New +$644K 0.03% 229

Other funds holding DTM

NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Simon Quick Advisors's DTM Position: Q3 2026 in Review

Simon Quick Advisors increased its DT Midstream (DTM) stake by 3.6% in Q3 2026, buying an estimated $26.7K and bringing the position to 5,801 shares worth $693K. The position accounts for 0.03% of the portfolio, ranked #252.

Simon Quick Advisors first reported a position in DTM in Q4 2025 and has held it in 4 quarters since. The position peaked at $822K in Q2 2026. 177 funds tracked by Wall St. Rank hold DTM as of Q3 2026.

  • Simon Quick Advisors held 5,801 shares of DT Midstream worth $693K as of Q3 2026.
  • Simon Quick Advisors bought 199 DT Midstream shares in Q3 2026, an estimated $26.7K.
  • DT Midstream made up 0.03% of Simon Quick Advisors's portfolio in Q3 2026, its #252 holding.
  • Simon Quick Advisors first reported a position in DT Midstream in Q4 2025 and has held it in 4 quarters since.
  • Simon Quick Advisors's DT Midstream position peaked at $822K in Q2 2026.
  • 177 funds tracked by Wall St. Rank held DT Midstream as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.