WHRC
DTM icon

W.H. Reaves & Co’s DT Midstream DTM Stock Holding History

W.H. Reaves & Co’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 		$126M Buy
932,483
+169,730
+22% +$22.1M 2.08% 19
2025
Q4 		$91.3M Buy
762,753
+65,327
+9% +$7.51M 1.6% 22
2025
Q3 		$78.9M Sell
697,426
-1,021
-0.1% -$107K 1.4% 23
2025
Q2 		$76.8M Sell
698,447
-57,086
-8% -$5.78M 1.7% 21
2025
Q1 		$72.9M Sell
755,533
-226,346
-23% -$22.6M 1.86% 20
2024
Q4 		$97.6M Buy
981,879
+74,329
+8% +$7.08M 2.57% 16
2024
Q3 		$71.4M Sell
907,550
-70,606
-7% -$5.27M 1.95% 22
2024
Q2 		$69.5M Buy
978,156
+54,239
+6% +$3.56M 2.35% 14
2024
Q1 		$56.5M Sell
923,917
-12,730
-1% -$708K 2% 26
2023
Q4 		$51.3M Sell
936,647
-26,307
-3% -$1.45M 1.87% 30
2023
Q3 		$51M Buy
962,954
+49,414
+5% +$2.58M 2.02% 25
2023
Q2 		$45.3M Buy
913,540
+343,053
+60% +$16.4M 1.67% 33
2023
Q1 		$28.2M Buy
570,487
+215,563
+61% +$11.2M 1.01% 35
2022
Q4 		$19.6M Buy
354,924
+81,337
+30% +$4.65M 0.7% 37
2022
Q3 		$14.2M Hold
273,587
– – 0.53% 38
2022
Q2 		$13.4M Buy
273,587
+100,000
+58% +$5.46M 0.46% 45
2022
Q1 		$9.42M Hold
173,587
– – 0.3% 45
2021
Q4 		$8.33M Sell
173,587
-62,000
-26% -$2.97M 0.25% 48
2021
Q3 		$10.9M Buy
+235,587
New +$10.3M 0.35% 43

Other funds holding DTM

BlackRock
BlackRock New York $5.7T 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 $24.2B 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