AWM
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AE Wealth Management’s DT Midstream DTM Stock Holding History

AE 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 		$1.41M Sell
9,600
-3,242
-25% -$459K 0.01% 787
2026
Q1 		$1.73M Buy
12,842
+120
+0.9% +$15.7K 0.01% 688
2025
Q4 		$1.52M Buy
12,722
+1,181
+10% +$136K 0.01% 687
2025
Q3 		$1.3M Sell
11,541
-218
-2% -$22.8K 0.01% 683
2025
Q2 		$1.29M Buy
11,759
+515
+5% +$52.2K 0.01% 654
2025
Q1 		$1.08M Buy
11,244
+4,394
+64% +$440K 0.01% 685
2024
Q4 		$681K Buy
6,850
+49
+0.7% +$4.67K 0.01% 810
2024
Q3 		$535K Sell
6,801
-74
-1% -$5.52K ﹤0.01% 870
2024
Q2 		$488K Buy
6,875
+1,663
+32% +$109K ﹤0.01% 892
2024
Q1 		$318K Sell
5,212
-10,436
-67% -$581K ﹤0.01% 942
2023
Q4 		$855K Buy
15,648
+1,276
+9% +$70.3K ﹤0.01% 1214
2023
Q3 		$761K Buy
14,372
+155
+1% +$8.09K ﹤0.01% 1207
2023
Q2 		$705K Sell
14,217
-7,203
-34% -$345K ﹤0.01% 1233
2023
Q1 		$1.06M Buy
21,420
+4,412
+26% +$229K 0.01% 1021
2022
Q4 		$940K Sell
17,008
-4,148
-20% -$237K 0.01% 1013
2022
Q3 		$1.1M Sell
21,156
-978
-4% -$52.8K 0.01% 907
2022
Q2 		$1.08M Buy
+22,134
New +$1.21M 0.01% 862
2022
Q1 		– Sell
-25,352
Closed -$1.22M – 1712
2021
Q4 		$1.22M Buy
25,352
+5,734
+29% +$275K 0.01% 859
2021
Q3 		$907K Buy
+19,618
New +$858K 0.01% 902

Other funds holding DTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Neuberger Berman Group
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
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

AE Wealth Management reduced its DT Midstream (DTM) stake by 25% in Q2 2026, selling an estimated $459K and leaving 9,600 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #787.

AE Wealth Management first reported a position in DTM in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.73M in Q1 2026. 711 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • AE Wealth Management held 9,600 shares of DT Midstream worth $1.41M as of Q2 2026.
  • AE Wealth Management sold 3,242 DT Midstream shares in Q2 2026, an estimated $459K.
  • DT Midstream made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #787 holding.
  • AE Wealth Management first reported a position in DT Midstream in Q3 2021 and has held it in 19 quarters since.
  • AE Wealth Management's DT Midstream position peaked at $1.73M in Q1 2026.
  • 711 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.