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Twin Peaks Wealth Advisors’s DT Midstream DTM Stock Holding History

Twin Peaks Wealth 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 		$11.4K Buy
+85
New +$11.1K ﹤0.01% 989
2025
Q3 		– Sell
-58
Closed -$6K – 684
2025
Q2 		$6K Buy
+58
New +$5.87K ﹤0.01% 1216

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

Twin Peaks Wealth Advisors's DTM Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in DT Midstream (DTM) in Q1 2026: 85 shares worth $11.4K. The stake represents ﹤0.01% of the portfolio and ranks #989 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in DTM as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in DTM in Q2 2025 and has held it in 2 quarters since. 679 funds tracked by Wall St. Rank hold DTM as of Q1 2026.

  • Twin Peaks Wealth Advisors held 85 shares of DT Midstream worth $11.4K as of Q1 2026.
  • DT Midstream was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • DT Midstream made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #989 holding.
  • Twin Peaks Wealth Advisors first reported a position in DT Midstream in Q2 2025 and has held it in 2 quarters since.
  • 679 funds tracked by Wall St. Rank held DT Midstream as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.