Tortoise Investment Management’s DT Midstream DTM Stock Holding History

Tortoise Investment Management’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 Q4	–	Sell	-369	Closed	-$41.7K	–	572
2025 Q3	$41.7K	Sell	369 -46	-11%	-$4.81K	﹤0.01%	421
2025 Q2	$45.6K	Hold	415	–	–	﹤0.01%	399
2025 Q1	$40K	Sell	415 -21	-5%	-$2.1K	﹤0.01%	404
2024 Q4	$43.4K	Buy	436 +51	+13%	+$4.86K	﹤0.01%	440
2024 Q3	$30.3K	Hold	385	–	–	﹤0.01%	497
2024 Q2	$27.3K	Hold	385	–	–	﹤0.01%	483
2024 Q1	$23.5K	Buy	385 +189	+96%	+$10.5K	﹤0.01%	486
2023 Q4	$10.7K	Sell	196 -297	-60%	-$16.4K	﹤0.01%	562
2023 Q3	$26.1K	Hold	493	–	–	﹤0.01%	437
2023 Q2	$24.4K	Hold	493	–	–	﹤0.01%	446
2023 Q1	$24.3K	Hold	493	–	–	﹤0.01%	437
2022 Q4	$27.2K	Hold	493	–	–	﹤0.01%	409
2022 Q3	$26K	Hold	493	–	–	0.01%	394
2022 Q2	$24K	Hold	493	–	–	﹤0.01%	404
2022 Q1	$27K	Hold	493	–	–	0.01%	380
2021 Q4	$24K	Hold	493	–	–	﹤0.01%	382
2021 Q3	$23K	Buy	+493	New	+$21.6K	﹤0.01%	372

Other funds holding DTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

5NCM

59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tortoise Investment Management's DTM Position: Q4 2025 in Review

Tortoise Investment Management sold out of DT Midstream (DTM) in Q4 2025, closing a stake of 369 shares — an estimated $41.7K sold.

Tortoise Investment Management first reported a position in DTM in Q3 2021 and held it in 17 quarters. The position peaked at $45.6K in Q2 2025. 647 funds tracked by Wall St. Rank hold DTM as of Q4 2025.

Tortoise Investment Management reported no remaining DT Midstream position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 369 DT Midstream shares in Q4 2025, an estimated $41.7K.
Tortoise Investment Management first reported a position in DT Midstream in Q3 2021 and held it in 17 quarters.
Tortoise Investment Management's DT Midstream position peaked at $45.6K in Q2 2025.
647 funds tracked by Wall St. Rank held DT Midstream as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.