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
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 $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