Mascoma Wealth Management’s DT Midstream DTM Stock Holding History

Mascoma Wealth Management’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 Q3	$12.8K	Hold	107	–	–	﹤0.01%	314
2026 Q2	$15.7K	Hold	107	–	–	﹤0.01%	285
2026 Q1	$14.4K	Hold	107	–	–	﹤0.01%	289
2025 Q4	$12.8K	Hold	107	–	–	﹤0.01%	296
2025 Q3	$12.1K	Hold	107	–	–	﹤0.01%	309
2025 Q2	$11.8K	Hold	107	–	–	﹤0.01%	307
2025 Q1	$10.3K	Hold	107	–	–	﹤0.01%	325
2024 Q4	$10.6K	Hold	107	–	–	﹤0.01%	341
2024 Q3	$8.42K	Hold	107	–	–	﹤0.01%	338
2024 Q2	$7.6K	Hold	107	–	–	﹤0.01%	359
2024 Q1	$6.54K	Hold	107	–	–	﹤0.01%	359
2023 Q4	$5.86K	Hold	107	–	–	﹤0.01%	375
2023 Q3	$5.66K	Hold	107	–	–	﹤0.01%	382
2023 Q2	$5.65K	Sell	107 -40	-27%	-$1.91K	﹤0.01%	378
2023 Q1	$7.24K	Hold	147	–	–	﹤0.01%	436
2022 Q4	$8.12K	Hold	147	–	–	﹤0.01%	432
2022 Q3	$8K	Hold	147	–	–	﹤0.01%	427
2022 Q2	$7K	Hold	147	–	–	﹤0.01%	460
2022 Q1	$8K	Hold	147	–	–	﹤0.01%	463
2021 Q4	$7K	Hold	147	–	–	﹤0.01%	430
2021 Q3	$7K	Buy	+147	New	+$6.43K	﹤0.01%	362

Other funds holding DTM

NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Mascoma Wealth Management's DTM Position: Q3 2026 in Review

Mascoma Wealth Management held its DT Midstream (DTM) position steady in Q3 2026 at 107 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Mascoma Wealth Management first reported a position in DTM in Q3 2021 and has held it in 21 quarters since. The position peaked at $15.7K in Q2 2026. 156 funds tracked by Wall St. Rank hold DTM as of Q3 2026.

Mascoma Wealth Management held 107 shares of DT Midstream worth $12.8K as of Q3 2026.
Mascoma Wealth Management left its DT Midstream share count unchanged in Q3 2026.
DT Midstream made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q3 2026, its #314 holding.
Mascoma Wealth Management first reported a position in DT Midstream in Q3 2021 and has held it in 21 quarters since.
Mascoma Wealth Management's DT Midstream position peaked at $15.7K in Q2 2026.
156 funds tracked by Wall St. Rank held DT Midstream as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.