What smart money is saying about DT Midstream, Inc.
1 fund in our archive has pitched DT Midstream, Inc., most recently Conestoga Capital Advisors Small Cap, SMid Cap & Micro Cap Growth Composites in June 2026.
DT Midstream, Inc. is a U.S.-based company offering a comprehensive suite of natural gas infrastructure and related services. The organization's operations are divided into two primary divisions: Pipeline and Gathering. It is responsible for the development, ownership, and management of an interconnected network of assets. This portfolio includes both interstate and intrastate pipelines, natural gas storage facilities, lateral pipelines, gathering systems, specialized treatment plants, and various compression and surface equipment. The company's core services involve the transportation and storage of natural gas for a wide array of clients, ranging from intermediate users to final consumers. Furthermore, DT Midstream actively gathers natural gas directly from wellheads, channeling it either to processing plants or into gathering and transportation pipelines. Its service offerings extend to include gas compression, dehydration, treatment, comprehensive water management (encompassing impoundment, storage, and transport), and sand mining. DT Midstream caters to a diverse clientele, including natural gas producers, local distribution companies (LDCs), electricity generators, industrial businesses, and national energy marketers. The company was founded in 2021 and has its corporate headquarters situated in Detroit, Michigan.
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Fund signal · last 12 months
7 lettersToo few moves on DT Midstream, Inc. yet for a clear signal
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q2 2026 and Q3 2026, 7 fund letters reported a position in DT Midstream, Inc., with 3 buys (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 4 | 1 | 0 | 0 |
| Q2 2026 | 3 | 2 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 7 positions · 3 moves
- September 2026
“The main detractors were Engie, Brookfield Renewable, Entergy, DT Midstream and Edison International.”
DT Midstream, Inc. - September 2026
“Meanwhile, we exited ONEOK, a midstream company focused on natural gas liquids and refined products, and initiated a position in peer DT Midstream, which has pure-play exposure to North American gas, where we see greater upside in earnings driven by the strong demand pull from the power and LNG export sectors.”
DT Midstream, Inc. - September 2026
“Top 5 Detractors in Q3 Symbol Portfolio Impact net(basis points) Corning GLW -171 bps Dycom Industries DY -120 bps DT Midstream DTM -106 bps Talen Energy TLN -81 bps NiSource NI -80 bps”
DT Midstream, Inc. - September 2026
“DTM: DT Midstream shares were weak in the quarter alongside domestic natural gas prices, which declined as Permian supply increased.”
DT Midstream, Inc. - June 2026
“We also bought U.S. energy infrastructure company DT Midstream, a highly contracted, pure-play natural gas midstream company that we expect to be a key beneficiary of the growing natural gas demand driven by LNG exports, data center growth and coal-to-gas switching.”
DT Midstream, Inc. - June 2026
“DTM: DTM remains one of the best performing stocks in the energy industry by virtue of its position in basins with accelerating demand from the data center buildout.”
DT Midstream, Inc. - June 2026
“1. DT Midstream, Inc. (DTM) DTM owns and operates an integrated network of natural gas pipelines, gathering systems, and storage assets across key U.S. markets. We believe the company is well positioned to benefit from increasing natural gas demand driven by LNG exports, electric power generation, and data center development.”
DT Midstream, Inc.
Fund coverage · 1 thesis
DT Midstream, Inc. owns natural gas pipelines and storage assets, and the thesis is built on LNG, power, and data-center demand plus contracted growth visibility.
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