Axxcess Wealth Management
DTM icon

Axxcess Wealth Management’s DT Midstream DTM Stock Holding History

Axxcess 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
Q3 		$315K Sell
2,636
-1,162
-31% -$156K 0.01% 727
2026
Q2 		$557K Buy
+3,798
New +$537K 0.01% 687
2026
Q1 		– Sell
-2,547
Closed -$305K – 556
2025
Q4 		$305K Hold
2,547
– – 0.01% 844
2025
Q3 		$288K Hold
2,547
– – 0.01% 770
2025
Q2 		$280K Buy
2,547
+34
+1% +$3.44K 0.01% 739
2025
Q1 		$242K Sell
2,513
-5,174
-67% -$518K 0.01% 757
2024
Q4 		$764K Buy
+7,687
New +$732K 0.02% 460

Other funds holding DTM

Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
City Holding Co
City Holding Co Charleston, West Virginia $898M AUM 21.62% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Ausbil Investment Management
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

Axxcess Wealth Management's DTM Position: Q3 2026 in Review

Axxcess Wealth Management reduced its DT Midstream (DTM) stake by 31% in Q3 2026, selling an estimated $156K and leaving 2,636 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #727.

Axxcess Wealth Management first reported a position in DTM in Q4 2024 and has held it in 7 quarters since. The position peaked at $764K in Q4 2024. 142 funds tracked by Wall St. Rank hold DTM as of Q3 2026.

  • Axxcess Wealth Management held 2,636 shares of DT Midstream worth $315K as of Q3 2026.
  • Axxcess Wealth Management sold 1,162 DT Midstream shares in Q3 2026, an estimated $156K.
  • DT Midstream made up 0.01% of Axxcess Wealth Management's portfolio in Q3 2026, its #727 holding.
  • Axxcess Wealth Management first reported a position in DT Midstream in Q4 2024 and has held it in 7 quarters since.
  • Axxcess Wealth Management's DT Midstream position peaked at $764K in Q4 2024.
  • 142 funds tracked by Wall St. Rank held DT Midstream as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.