Venturi Wealth Management’s DT Midstream DTM Stock Holding History

Venturi Wealth 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
2026 Q2	$142K	Sell	969 -131	-12%	-$18.5K	0.01%	623
2026 Q1	$148K	Buy	+1,100	New	+$143K	0.01%	590
2025 Q1	–	Sell	-1,039	Closed	-$103K	–	908
2024 Q4	$103K	Buy	1,039 +786	+311%	+$74.8K	0.01%	767
2024 Q3	$19.9K	Hold	253	–	–	﹤0.01%	1015
2024 Q2	$18K	Hold	253	–	–	﹤0.01%	964
2024 Q1	$15.5K	Hold	253	–	–	﹤0.01%	807
2023 Q4	$13.9K	Buy	+253	New	+$13.9K	﹤0.01%	795

Other funds holding DTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

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

TCA

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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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

Venturi Wealth Management's DTM Position: Q2 2026 in Review

Venturi Wealth Management reduced its DT Midstream (DTM) stake by 12% in Q2 2026, selling an estimated $18.5K and leaving 969 shares worth $142K. The position accounts for 0.01% of the portfolio, ranked #623.

Venturi Wealth Management first reported a position in DTM in Q4 2023 and has held it in 7 quarters since. The position peaked at $148K in Q1 2026. 707 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

Venturi Wealth Management held 969 shares of DT Midstream worth $142K as of Q2 2026.
Venturi Wealth Management sold 131 DT Midstream shares in Q2 2026, an estimated $18.5K.
DT Midstream made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #623 holding.
Venturi Wealth Management first reported a position in DT Midstream in Q4 2023 and has held it in 7 quarters since.
Venturi Wealth Management's DT Midstream position peaked at $148K in Q1 2026.
707 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.