EWA
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EverSource Wealth Advisors’s DT Midstream DTM Stock Holding History

EverSource Wealth Advisors’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 		$651K Sell
4,437
-962
-18% -$136K 0.02% 473
2026
Q1 		$727K Buy
5,399
+883
+20% +$115K 0.02% 468
2025
Q4 		$540K Sell
4,516
-235
-5% -$27K 0.02% 514
2025
Q3 		$537K Sell
4,751
-110
-2% -$11.5K 0.02% 473
2025
Q2 		$534K Buy
4,861
+1,252
+35% +$127K 0.02% 434
2025
Q1 		$348K Buy
3,609
+190
+6% +$19K 0.02% 475
2024
Q4 		$340K Buy
3,419
+552
+19% +$52.6K 0.02% 468
2024
Q3 		$226K Buy
2,867
+113
+4% +$8.43K 0.01% 522
2024
Q2 		$208K Buy
2,754
+1,789
+185% +$117K 0.01% 545
2024
Q1 		$60K Buy
965
+713
+283% +$39.7K ﹤0.01% 896
2023
Q4 		$13.8K Buy
252
+5
+2% +$275 ﹤0.01% 1414
2023
Q3 		$13.1K Buy
247
+10
+4% +$522 ﹤0.01% 1308
2023
Q2 		$11.7K Buy
237
+145
+158% +$6.94K ﹤0.01% 1376
2023
Q1 		$4.54K Buy
92
+5
+6% +$259 ﹤0.01% 1671
2022
Q4 		$4.81K Hold
87
– – ﹤0.01% 1621
2022
Q3 		$5K Sell
87
-1,088
-93% -$58.7K ﹤0.01% 1361
2022
Q2 		$57K Buy
1,175
+1,039
+764% +$56.7K 0.01% 583
2022
Q1 		$8K Sell
136
-3
-2% -$156 ﹤0.01% 1062
2021
Q4 		$7K Buy
+139
New +$6.66K ﹤0.01% 1100

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
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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EverSource Wealth Advisors's DTM Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its DT Midstream (DTM) stake by 18% in Q2 2026, selling an estimated $136K and leaving 4,437 shares worth $651K. The position accounts for 0.02% of the portfolio, ranked #473.

EverSource Wealth Advisors first reported a position in DTM in Q4 2021 and has held it in 19 quarters since. The position peaked at $727K in Q1 2026. 707 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • EverSource Wealth Advisors held 4,437 shares of DT Midstream worth $651K as of Q2 2026.
  • EverSource Wealth Advisors sold 962 DT Midstream shares in Q2 2026, an estimated $136K.
  • DT Midstream made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #473 holding.
  • EverSource Wealth Advisors first reported a position in DT Midstream in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's DT Midstream position peaked at $727K in Q1 2026.
  • 707 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.