EFS
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Essex Financial Services’s DT Midstream DTM Stock Holding History

Essex Financial Services’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 		$203K Sell
1,385
-173
-11% -$24.5K 0.01% 800
2026
Q1 		$210K Sell
1,558
-410
-21% -$53.5K 0.01% 741
2025
Q4 		$236K Buy
1,968
+35
+2% +$4.02K 0.01% 696
2025
Q3 		$219K Buy
+1,933
New +$202K 0.01% 690

Other funds holding DTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CAM
Close Asset Management London, United Kingdom $3.76B AUM 40.74% 1-Year Est. Return

Essex Financial Services's DTM Position: Q2 2026 in Review

Essex Financial Services reduced its DT Midstream (DTM) stake by 11% in Q2 2026, selling an estimated $24.5K and leaving 1,385 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #800.

Essex Financial Services first reported a position in DTM in Q3 2025 and has held it in 4 quarters since. The position peaked at $236K in Q4 2025. 501 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Essex Financial Services held 1,385 shares of DT Midstream worth $203K as of Q2 2026.
  • Essex Financial Services sold 173 DT Midstream shares in Q2 2026, an estimated $24.5K.
  • DT Midstream made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #800 holding.
  • Essex Financial Services first reported a position in DT Midstream in Q3 2025 and has held it in 4 quarters since.
  • Essex Financial Services's DT Midstream position peaked at $236K in Q4 2025.
  • 501 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.