Estate Planners Group’s DT Midstream DTM Stock Holding History

Estate Planners Group’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	–	Sell	-184	Closed	-$22K	–	158
2025 Q4	$22K	Buy	+184	New	+$21.1K	0.01%	198

Other funds holding DTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 New York $150B AUM 40.08% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Estate Planners Group's DTM Position: Q1 2026 in Review

Estate Planners Group sold out of DT Midstream (DTM) in Q1 2026, closing a stake of 184 shares — an estimated $22K sold.

Estate Planners Group first reported a position in DTM in Q4 2025 and held it in 1 quarter. The position peaked at $22K in Q4 2025. 682 funds tracked by Wall St. Rank hold DTM as of Q1 2026.

Estate Planners Group reported no remaining DT Midstream position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 184 DT Midstream shares in Q1 2026, an estimated $22K.
Estate Planners Group first reported a position in DT Midstream in Q4 2025 and held it in 1 quarter.
Estate Planners Group's DT Midstream position peaked at $22K in Q4 2025.
682 funds tracked by Wall St. Rank held DT Midstream as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.