Stephens Consulting’s DT Midstream DTM Stock Holding History

Stephens Consulting’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	$235K	Hold	1,960	–	–	0.08%	55
2025 Q3	$222K	Sell	1,960 -103	-5%	-$10.8K	0.08%	60
2025 Q2	$227K	Buy	2,063 +4	+0.2%	+$405	0.05%	92
2025 Q1	$199K	Hold	2,059	–	–	0.05%	89
2024 Q4	$205K	Hold	2,059	–	–	0.05%	92
2024 Q3	$162K	Hold	2,059	–	–	0.04%	106
2024 Q2	$146K	Hold	2,059	–	–	0.04%	104
2024 Q1	$126K	Hold	2,059	–	–	0.04%	111
2023 Q4	$113K	Hold	2,059	–	–	0.04%	112
2023 Q3	$109K	Buy	2,059 +99	+5%	+$5.16K	0.04%	105
2023 Q2	$97.2K	Hold	1,960	–	–	0.04%	112
2023 Q1	$96.8K	Hold	1,960	–	–	0.06%	112
2022 Q4	$108K	Hold	1,960	–	–	0.07%	99
2022 Q3	$102K	Hold	1,960	–	–	0.09%	100
2022 Q2	$96.1K	Sell	1,960 -318	-14%	-$17.4K	0.08%	105
2022 Q1	$124K	Sell	2,278 -319	-12%	-$16.6K	0.1%	109
2021 Q4	$125K	Buy	+2,597	New	+$124K	0.1%	135

Other funds holding DTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Stephens Consulting's DTM Position: Q4 2025 in Review

Stephens Consulting held its DT Midstream (DTM) position steady in Q4 2025 at 1,960 shares worth $235K. The position accounts for 0.08% of the portfolio, ranked #55.

Stephens Consulting first reported a position in DTM in Q4 2021 and has held it in 17 quarters since. 647 funds tracked by Wall St. Rank hold DTM as of Q4 2025.

Stephens Consulting held 1,960 shares of DT Midstream worth $235K as of Q4 2025.
Stephens Consulting left its DT Midstream share count unchanged in Q4 2025.
DT Midstream made up 0.08% of Stephens Consulting's portfolio in Q4 2025, its #55 holding.
Stephens Consulting first reported a position in DT Midstream in Q4 2021 and has held it in 17 quarters since.
647 funds tracked by Wall St. Rank held DT Midstream as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.