BWM
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Bernard Wealth Management’s DT Midstream DTM Stock Holding History

Bernard 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 		$2.37M Buy
17,616
+363
+2% +$47.3K 1.01% 21
2025
Q4 		$2.06M Buy
17,253
+10
+0.1% +$1.15K 0.84% 23
2025
Q3 		$1.95M Sell
17,243
-101
-0.6% -$10.6K 0.81% 24
2025
Q2 		$1.91M Buy
17,344
+510
+3% +$51.7K 0.88% 23
2025
Q1 		$1.62M Buy
16,834
+104
+0.6% +$10.4K 0.79% 25
2024
Q4 		$1.66M Buy
+16,730
New +$1.59M 0.78% 25

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