Carson Wealth (CWM LLC)
DTM icon

Carson Wealth (CWM LLC)’s DT Midstream DTM Stock Holding History

Carson Wealth (CWM LLC)’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 		$4.72M Buy
35,063
+519
+2% +$67.7K 0.01% 838
2025
Q4 		$4.13M Buy
34,544
+28,954
+518% +$3.33M 0.01% 855
2025
Q3 		$632K Buy
5,590
+1,185
+27% +$124K ﹤0.01% 1670
2025
Q2 		$484K Buy
4,405
+204
+5% +$20.7K ﹤0.01% 1608
2025
Q1 		$405K Buy
4,201
+669
+19% +$66.9K ﹤0.01% 1539
2024
Q4 		$351K Buy
3,532
+187
+6% +$17.8K ﹤0.01% 1514
2024
Q3 		$263K Buy
3,345
+419
+14% +$31.3K ﹤0.01% 1617
2024
Q2 		$208K Sell
2,926
-346
-11% -$22.7K ﹤0.01% 1570
2024
Q1 		$200K Buy
3,272
+188
+6% +$10.5K ﹤0.01% 1521
2023
Q4 		$169K Buy
3,084
+401
+15% +$22.1K ﹤0.01% 1489
2023
Q3 		$142K Sell
2,683
-1,254
-32% -$65.4K ﹤0.01% 1458
2023
Q2 		$195K Buy
3,937
+462
+13% +$22.1K ﹤0.01% 1263
2023
Q1 		$172K Buy
3,475
+984
+40% +$51K ﹤0.01% 1262
2022
Q4 		$138K Buy
2,491
+262
+12% +$15K ﹤0.01% 1250
2022
Q3 		$116K Buy
2,229
+610
+38% +$32.9K ﹤0.01% 1279
2022
Q2 		$79K Buy
+1,619
New +$88.4K ﹤0.01% 1411
2022
Q1 		– Sell
-2,106
Closed -$101K – 3593
2021
Q4 		$101K Buy
+2,106
New +$101K ﹤0.01% 1288

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DTM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its DT Midstream (DTM) stake by 1.5% in Q1 2026, buying an estimated $67.7K and bringing the position to 35,063 shares worth $4.72M. The position accounts for 0.01% of the portfolio, ranked #838.

Carson Wealth (CWM LLC) first reported a position in DTM in Q4 2021 and has held it in 17 quarters since. 683 funds tracked by Wall St. Rank hold DTM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 35,063 shares of DT Midstream worth $4.72M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 519 DT Midstream shares in Q1 2026, an estimated $67.7K.
  • DT Midstream made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #838 holding.
  • Carson Wealth (CWM LLC) first reported a position in DT Midstream in Q4 2021 and has held it in 17 quarters since.
  • 683 funds tracked by Wall St. Rank held DT Midstream as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.