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RAFFA WEALTH MANAGEMENT, LLC’s DT Midstream DTM Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$13.9K Hold
95
– – ﹤0.01% 360
2026
Q1 		$12.8K Buy
95
+2
+2% +$261 ﹤0.01% 343
2025
Q4 		$11.1K Hold
93
– – ﹤0.01% 359
2025
Q3 		$10.5K Hold
93
– – ﹤0.01% 354
2025
Q2 		$10.2K Sell
93
-5
-5% -$506 ﹤0.01% 370
2025
Q1 		$9.46K Hold
98
– – ﹤0.01% 325
2024
Q4 		$9.74K Sell
98
-59
-38% -$5.62K ﹤0.01% 330
2024
Q3 		$12.3K Hold
157
– – ﹤0.01% 288
2024
Q2 		$11.2K Hold
157
– – ﹤0.01% 426
2024
Q1 		$9.59K Sell
157
-55
-26% -$3.06K ﹤0.01% 432
2023
Q4 		$11.6K Buy
212
+69
+48% +$3.8K ﹤0.01% 273
2023
Q3 		$7.57K Hold
143
– – ﹤0.01% 319
2023
Q2 		$7.09K Hold
143
– – ﹤0.01% 329
2023
Q1 		$7.06K Hold
143
– – ﹤0.01% 341
2022
Q4 		$7.9K Sell
143
-26
-15% -$1.49K ﹤0.01% 315
2022
Q3 		$8.77K Buy
169
+148
+705% +$7.99K ﹤0.01% 296
2022
Q2 		$1.03K Sell
21
-5
-19% -$273 ﹤0.01% 811
2022
Q1 		$1.41K Buy
26
+5
+24% +$260 ﹤0.01% 740
2021
Q4 		$1.01K Hold
21
– – ﹤0.01% 871
2021
Q3 		$971 Buy
+21
New +$919 ﹤0.01% 834

Other funds holding DTM

NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's DTM Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its DT Midstream (DTM) position steady in Q2 2026 at 95 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in DTM in Q3 2021 and has held it in 20 quarters since. 212 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 95 shares of DT Midstream worth $13.9K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC left its DT Midstream share count unchanged in Q2 2026.
  • DT Midstream made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #360 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in DT Midstream in Q3 2021 and has held it in 20 quarters since.
  • 212 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.