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Lee Financial’s DT Midstream DTM Stock Holding History

Lee Financial’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
2025
Q4 		– Sell
-2,198
Closed -$249K – 154
2025
Q3 		$249K Buy
+2,198
New +$230K 0.03% 160
2024
Q1 		– Sell
-165
Closed -$9.04K – 346
2023
Q4 		$9.04K Hold
165
– – ﹤0.01% 449
2023
Q3 		$8.73K Hold
165
– – ﹤0.01% 433
2023
Q2 		$8.18K Hold
165
– – ﹤0.01% 438
2023
Q1 		$8.15K Hold
165
– – ﹤0.01% 459
2022
Q4 		$9.12K Hold
165
– – ﹤0.01% 479
2022
Q3 		$9K Hold
165
– – ﹤0.01% 452
2022
Q2 		$8K Hold
165
– – ﹤0.01% 484
2022
Q1 		$9K Hold
165
– – ﹤0.01% 447
2021
Q4 		$8K Hold
165
– – ﹤0.01% 537
2021
Q3 		$8K Buy
+165
New +$7.22K ﹤0.01% 447

Other funds holding DTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
5NCM
59 North Capital Management Houston, Texas $4.49B AUM 6.4% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lee Financial's DTM Position: Q4 2025 in Review

Lee Financial sold out of DT Midstream (DTM) in Q4 2025, closing a stake of 2,198 shares — an estimated $249K sold.

Lee Financial first reported a position in DTM in Q3 2021 and held it in 11 quarters. The position peaked at $249K in Q3 2025. 647 funds tracked by Wall St. Rank hold DTM as of Q4 2025.

  • Lee Financial reported no remaining DT Midstream position as of Q4 2025 after selling out during the quarter.
  • Lee Financial sold 2,198 DT Midstream shares in Q4 2025, an estimated $249K.
  • Lee Financial first reported a position in DT Midstream in Q3 2021 and held it in 11 quarters.
  • Lee Financial's DT Midstream position peaked at $249K in Q3 2025.
  • 647 funds tracked by Wall St. Rank held DT Midstream as of Q4 2025.

Based on Lee Financial's 13F filing for Q4 2025, filed 22 Jan 2026.