JWCA
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J.W. Cole Advisors’s DT Midstream DTM Stock Holding History

J.W. Cole 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 		$1.38M Sell
9,433
-28
-0.3% -$3.96K 0.02% 640
2026
Q1 		$1.27M Sell
9,461
-3
-0% -$391 0.04% 328
2025
Q4 		$1.13M Sell
9,464
-246
-3% -$28.3K 0.03% 594
2025
Q3 		$1.1M Buy
9,710
+391
+4% +$40.9K 0.02% 682
2025
Q2 		$1.02M Buy
9,319
+334
+4% +$33.8K 0.02% 658
2025
Q1 		$867K Buy
+8,985
New +$899K 0.03% 585

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

J.W. Cole Advisors's DTM Position: Q2 2026 in Review

J.W. Cole Advisors reduced its DT Midstream (DTM) stake by 0.3% in Q2 2026, selling an estimated $3.96K and leaving 9,433 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #640.

J.W. Cole Advisors first reported a position in DTM in Q1 2025 and has held it in 6 quarters since. 711 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • J.W. Cole Advisors held 9,433 shares of DT Midstream worth $1.38M as of Q2 2026.
  • J.W. Cole Advisors sold 28 DT Midstream shares in Q2 2026, an estimated $3.96K.
  • DT Midstream made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #640 holding.
  • J.W. Cole Advisors first reported a position in DT Midstream in Q1 2025 and has held it in 6 quarters since.
  • 711 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.